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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 | $58,146 | $82,324-29.4% | $68,803-15.5% | $134,545-56.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -15.57% | -2.17%-13.4pp | -6.37%-9.2pp | 418.37%-433.9pp |
| Employer contribution / active EE | $5,186 | $3,302+57.1% | $2,656+95.3% | $4,742+9.4% |
| Participant deferral / active EE | $12,551 | $4,740+164.8% | $3,942+218.4% | $6,401+96.1% |
| Admin fee / account holder | $67 | $6,485-99.0% | $4,936-98.6% | $11,431-99.4% |