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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 | $74,483 | $95,915-22.3% | $79,580-6.4% | $134,532-44.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.85% | -2.71%-12.1pp | 0.15%-15.0pp | 418.27%-433.1pp |
| Employer contribution / active EE | $7,435 | $3,129+137.6% | $2,413+208.1% | $4,741+56.8% |
| Participant deferral / active EE | $5,635 | $4,693+20.1% | $3,985+41.4% | $6,401-12.0% |
| Admin fee / account holder | $182 | $9,132-98.0% | $6,835-97.3% | $11,429-98.4% |