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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 | $19,895 | $105,861-81.2% | $90,756-78.1% | $134,509-85.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.46% | -10.99%-7.5pp | -12.16%-6.3pp | 418.13%-436.6pp |
| Employer contribution / active EE | $2,408 | $3,463-30.5% | $2,922-17.6% | $4,741-49.2% |
| Participant deferral / active EE | $5,421 | $5,217+3.9% | $4,565+18.8% | $6,400-15.3% |
| Admin fee / account holder | $78 | $13,938-99.4% | $8,445-99.1% | $11,427-99.3% |