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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 | $39,082 | $95,915-59.3% | $79,580-50.9% | $134,532-70.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.56% | -2.71%-13.8pp | 0.15%-16.7pp | 418.27%-434.8pp |
| Employer contribution / active EE | $1,654 | $3,129-47.1% | $2,413-31.5% | $4,741-65.1% |
| Participant deferral / active EE | $6,932 | $4,693+47.7% | $3,985+73.9% | $6,401+8.3% |
| Admin fee / account holder | $151 | $9,132-98.3% | $6,835-97.8% | $11,429-98.7% |