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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 | $24,977 | $87,016-71.3% | $63,244-60.5% | $125,388-80.1% |
| Participation rate | 83.3% | 77.1%+6.3pp | 71.0%+12.3pp | 83.2%+0.1pp |
| Annual return | -2.88% | 21.71%-24.6pp | -70.31%+67.4pp | 282.24%-285.1pp |
| Employer contribution / active EE | $2,103 | $3,601-41.6% | $2,322-9.4% | $4,866-56.8% |
| Participant deferral / active EE | $3,126 | $3,939-20.7% | $2,953+5.8% | $5,352-41.6% |
| Admin fee / account holder | $0 | $11,954-100.0% | $5,893-100.0% | $9,541-100.0% |