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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 | $49,557 | $95,915-48.3% | $79,580-37.7% | $134,532-63.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.49% | -2.71%-11.8pp | 0.15%-14.6pp | 418.27%-432.8pp |
| Employer contribution / active EE | $2,485 | $3,129-20.6% | $2,413+3.0% | $4,741-47.6% |
| Participant deferral / active EE | $14,112 | $4,693+200.7% | $3,985+254.1% | $6,401+120.5% |
| Admin fee / account holder | $212 | $9,132-97.7% | $6,835-96.9% | $11,429-98.1% |