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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 | $49,798 | $105,867-53.0% | $90,760-45.1% | $134,532-63.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -19.28% | -10.99%-8.3pp | -12.16%-7.1pp | 418.27%-437.5pp |
| Employer contribution / active EE | $1,845 | $3,464-46.7% | $2,922-36.8% | $4,741-61.1% |
| Participant deferral / active EE | $4,790 | $5,217-8.2% | $4,565+4.9% | $6,401-25.2% |
| Admin fee / account holder | $43 | $13,936-99.7% | $8,444-99.5% | $11,429-99.6% |