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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 | $11,894 | $95,895-87.6% | $79,576-85.1% | $134,509-91.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.91% | -2.72%-17.2pp | 0.15%-20.1pp | 418.13%-438.0pp |
| Employer contribution / active EE | $6,148 | $3,128+96.5% | $2,413+154.8% | $4,741+29.7% |
| Participant deferral / active EE | $4,045 | $4,693-13.8% | $3,985+1.5% | $6,400-36.8% |
| Admin fee / account holder | $0 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |