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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 | $42,962 | $95,188-54.9% | $76,518-43.9% | $135,380-68.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.37% | 4.85%-12.2pp | -0.27%-7.1pp | 519.81%-527.2pp |
| Employer contribution / active EE | $6,613 | $3,303+100.2% | $2,647+149.8% | $4,779+38.4% |
| Participant deferral / active EE | $10,624 | $4,640+129.0% | $3,836+177.0% | $5,609+89.4% |
| Admin fee / account holder | $24 | $6,249-99.6% | $4,849-99.5% | $10,828-99.8% |