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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 | $50,409 | $95,915-47.4% | $79,580-36.7% | $134,532-62.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.07% | -2.71%-12.4pp | 0.15%-15.2pp | 418.27%-433.3pp |
| Employer contribution / active EE | $11,521 | $3,129+268.2% | $2,413+377.4% | $4,741+143.0% |
| Participant deferral / active EE | $10,533 | $4,693+124.4% | $3,985+164.3% | $6,401+64.6% |
| Admin fee / account holder | $234 | $9,132-97.4% | $6,835-96.6% | $11,429-97.9% |