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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 | $33,598 | $167,504-79.9% | $151,628-77.8% | $134,509-75.0% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -19.33% | 7.81%-27.1pp | 3.34%-22.7pp | 418.13%-437.5pp |
| Employer contribution / active EE | $3,281 | $6,828-51.9% | $6,165-46.8% | $4,741-30.8% |
| Participant deferral / active EE | $5,774 | $8,985-35.7% | $8,363-31.0% | $6,400-9.8% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |