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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 | $8,643 | $27,639-68.7% | $61,501-85.9% | $68,490-87.4% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -11.66% | -13.19%+1.5pp | 339.04%-350.7pp | -7.85%-3.8pp |
| Employer contribution / active EE | $2,775 | $696+298.7% | $1,160+139.3% | $2,597+6.9% |
| Participant deferral / active EE | $640 | $1,264-49.3% | $2,125-69.9% | $4,028-84.1% |
| Admin fee / account holder | $14 | $2,012-99.3% | $2,132-99.4% | $5,403-99.7% |