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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 | $40,896 | $133,998-69.5% | $112,263-63.6% | $134,545-69.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.48% | 47.17%-62.7pp | 27.49%-43.0pp | 418.37%-433.8pp |
| Employer contribution / active EE | $2,816 | $4,040-30.3% | $3,636-22.6% | $4,742-40.6% |
| Participant deferral / active EE | $11,488 | $5,292+117.1% | $4,729+142.9% | $6,401+79.5% |
| Admin fee / account holder | $5 | $7,493-99.9% | $6,410-99.9% | $11,431-100.0% |