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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 | $16,889 | $53,546-68.5% | $69,884-75.8% | $68,486-75.3% |
| Participation rate | 97.4% | 64.5%+32.9pp | 70.5%+27.0pp | 67.9%+29.5pp |
| Annual return | -16.66% | -13.87%-2.8pp | 190.81%-207.5pp | -7.85%-8.8pp |
| Employer contribution / active EE | $3,104 | $2,019+53.8% | $2,560+21.3% | $2,597+19.5% |
| Participant deferral / active EE | $5,394 | $2,957+82.4% | $3,848+40.2% | $4,028+33.9% |
| Admin fee / account holder | $134 | $4,693-97.2% | $6,266-97.9% | $5,404-97.5% |