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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 | $27,057 | $105,867-74.4% | $90,760-70.2% | $134,532-79.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.24% | -10.99%-3.2pp | -12.16%-2.1pp | 418.27%-432.5pp |
| Employer contribution / active EE | $2,121 | $3,464-38.8% | $2,922-27.4% | $4,741-55.3% |
| Participant deferral / active EE | $2,519 | $5,217-51.7% | $4,565-44.8% | $6,401-60.6% |
| Admin fee / account holder | $22 | $13,936-99.8% | $8,444-99.7% | $11,429-99.8% |