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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 | $16,726 | $105,866-84.2% | $90,766-81.6% | $134,545-87.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.83% | -10.99%-7.8pp | -12.16%-6.7pp | 418.37%-437.2pp |
| Employer contribution / active EE | $2,225 | $3,464-35.8% | $2,922-23.9% | $4,742-53.1% |
| Participant deferral / active EE | $3,593 | $5,217-31.1% | $4,565-21.3% | $6,401-43.9% |
| Admin fee / account holder | $53 | $13,938-99.6% | $8,446-99.4% | $11,431-99.5% |