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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 | $15,833 | $32,117-50.7% | $71,086-77.7% | $64,173-75.3% |
| Participation rate | 75.7% | 42.7%+33.0pp | 54.7%+21.0pp | 69.6%+6.1pp |
| Annual return | -8.52% | -5.57%-2.9pp | 650.59%-659.1pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,958 | $712+174.9% | $1,088+80.0% | $2,381-17.8% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $1,874-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,887-100.0% |