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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 | $34,304 | $97,020-64.6% | $83,327-58.8% | $135,380-74.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.60% | 12.31%-21.9pp | 10.64%-20.2pp | 519.81%-529.4pp |
| Employer contribution / active EE | $9,865 | $4,144+138.1% | $3,379+192.0% | $4,779+106.4% |
| Participant deferral / active EE | $5,137 | $5,964-13.9% | $5,565-7.7% | $5,609-8.4% |
| Admin fee / account holder | $14 | $8,426-99.8% | $7,540-99.8% | $10,828-99.9% |