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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 | $20,957 | $100,805-79.2% | $86,698-75.8% | $134,532-84.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.72% | 29.09%-48.8pp | 35.95%-55.7pp | 418.27%-438.0pp |
| Employer contribution / active EE | $4,302 | $3,490+23.3% | $2,837+51.6% | $4,741-9.3% |
| Participant deferral / active EE | $5,859 | $5,339+9.7% | $4,656+25.8% | $6,401-8.5% |
| Admin fee / account holder | $91 | $10,925-99.2% | $7,493-98.8% | $11,429-99.2% |