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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 | $31,908 | $93,117-65.7% | $77,096-58.6% | $134,532-76.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -20.44% | 62.67%-83.1pp | 42.35%-62.8pp | 418.27%-438.7pp |
| Employer contribution / active EE | $3,049 | $3,420-10.9% | $2,814+8.3% | $4,741-35.7% |
| Participant deferral / active EE | $11,739 | $5,241+124.0% | $4,429+165.0% | $6,401+83.4% |
| Admin fee / account holder | $139 | $6,948-98.0% | $5,428-97.4% | $11,429-98.8% |