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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 | $43,124 | $167,533-74.3% | $151,645-71.6% | $134,545-67.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.22% | 7.81%-28.0pp | 3.34%-23.6pp | 418.37%-438.6pp |
| Employer contribution / active EE | $3,903 | $6,828-42.8% | $6,165-36.7% | $4,742-17.7% |
| Participant deferral / active EE | $10,533 | $8,985+17.2% | $8,363+26.0% | $6,401+64.6% |
| Admin fee / account holder | $87 | $13,781-99.4% | $11,614-99.2% | $11,431-99.2% |