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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 | $18,283 | $100,811-81.9% | $86,698-78.9% | $134,545-86.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.15% | 29.11%-47.3pp | 35.96%-54.1pp | 418.37%-436.5pp |
| Employer contribution / active EE | $2,431 | $3,490-30.3% | $2,837-14.3% | $4,742-48.7% |
| Participant deferral / active EE | $6,307 | $5,339+18.1% | $4,656+35.4% | $6,401-1.5% |
| Admin fee / account holder | $52 | $10,926-99.5% | $7,492-99.3% | $11,431-99.5% |