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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 | $30,867 | $77,816-60.3% | $123,549-75.0% | $64,181-51.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.18% | 12.49%-17.7pp | 119.20%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $4,845 | $3,014+60.7% | $4,628+4.7% | $2,381+103.5% |
| Participant deferral / active EE | $7,119 | $5,240+35.9% | $6,426+10.8% | $3,470+105.2% |
| Admin fee / account holder | $255 | $5,519-95.4% | $9,284-97.3% | $4,887-94.8% |