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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 | $24,916 | $167,353-85.1% | $143,797-82.7% | $134,545-81.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.45% | 0.48%-18.9pp | -0.04%-18.4pp | 418.37%-436.8pp |
| Employer contribution / active EE | $1,854 | $5,620-67.0% | $4,952-62.6% | $4,742-60.9% |
| Participant deferral / active EE | $5,262 | $6,447-18.4% | $5,638-6.7% | $6,401-17.8% |
| Admin fee / account holder | $52 | $18,096-99.7% | $14,679-99.6% | $11,431-99.5% |