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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 | $34,414 | $95,917-64.1% | $79,583-56.8% | $134,545-74.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.66% | -2.70%-16.0pp | 0.16%-18.8pp | 418.37%-437.0pp |
| Employer contribution / active EE | $2,752 | $3,129-12.1% | $2,414+14.0% | $4,742-42.0% |
| Participant deferral / active EE | $10,656 | $4,694+127.0% | $3,986+167.3% | $6,401+66.5% |
| Admin fee / account holder | $195 | $9,132-97.9% | $6,835-97.2% | $11,431-98.3% |