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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 | $21,250 | $75,962-72.0% | $154,108-86.2% | $64,173-66.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.78% | 30.32%-38.1pp | 735.21%-743.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $4,124 | $3,350+23.1% | $5,298-22.2% | $2,381+73.2% |
| Participant deferral / active EE | $3,160 | $3,175-0.5% | $5,081-37.8% | $3,470-8.9% |
| Admin fee / account holder | $211 | $5,589-96.2% | $13,411-98.4% | $4,887-95.7% |