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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 | $36,148 | $95,917-62.3% | $79,583-54.6% | $134,545-73.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.35% | -2.70%-14.6pp | 0.16%-17.5pp | 418.37%-435.7pp |
| Employer contribution / active EE | $14,022 | $3,129+348.1% | $2,414+480.9% | $4,742+195.7% |
| Participant deferral / active EE | $9,245 | $4,694+96.9% | $3,986+131.9% | $6,401+44.4% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |