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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 | $31,006 | $93,117-66.7% | $77,096-59.8% | $134,532-77.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.78% | 62.67%-77.4pp | 42.35%-57.1pp | 418.27%-433.0pp |
| Employer contribution / active EE | $2,004 | $3,420-41.4% | $2,814-28.8% | $4,741-57.7% |
| Participant deferral / active EE | $4,320 | $5,241-17.6% | $4,429-2.5% | $6,401-32.5% |
| Admin fee / account holder | $28 | $6,948-99.6% | $5,428-99.5% | $11,429-99.8% |