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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 | $48,061 | $95,895-49.9% | $79,576-39.6% | $134,509-64.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.34% | -2.72%-13.6pp | 0.15%-16.5pp | 418.13%-434.5pp |
| Employer contribution / active EE | $10,646 | $3,128+240.3% | $2,413+341.2% | $4,741+124.6% |
| Participant deferral / active EE | $6,921 | $4,693+47.5% | $3,985+73.7% | $6,400+8.1% |
| Admin fee / account holder | $0 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |