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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 | $26,205 | $95,915-72.7% | $79,580-67.1% | $134,532-80.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.72% | -2.71%-17.0pp | 0.15%-19.9pp | 418.27%-438.0pp |
| Employer contribution / active EE | $1,597 | $3,129-49.0% | $2,413-33.8% | $4,741-66.3% |
| Participant deferral / active EE | $5,593 | $4,693+19.2% | $3,985+40.3% | $6,401-12.6% |
| Admin fee / account holder | $122 | $9,132-98.7% | $6,835-98.2% | $11,429-98.9% |