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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,520 | $142,392-81.4% | $119,622-77.8% | $134,532-80.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.77% | -12.46%-7.3pp | -14.98%-4.8pp | 418.27%-438.0pp |
| Employer contribution / active EE | $2,445 | $5,224-53.2% | $4,232-42.2% | $4,741-48.4% |
| Participant deferral / active EE | $7,091 | $6,467+9.6% | $5,601+26.6% | $6,401+10.8% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |