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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 | $34,562 | $100,805-65.7% | $86,698-60.1% | $134,532-74.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.41% | 29.09%-46.5pp | 35.95%-53.4pp | 418.27%-435.7pp |
| Employer contribution / active EE | $2,713 | $3,490-22.3% | $2,837-4.4% | $4,741-42.8% |
| Participant deferral / active EE | $4,820 | $5,339-9.7% | $4,656+3.5% | $6,401-24.7% |
| Admin fee / account holder | $20 | $10,925-99.8% | $7,493-99.7% | $11,429-99.8% |