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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 | $73,907 | $100,805-26.7% | $86,698-14.8% | $134,532-45.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.17% | 29.09%-45.3pp | 35.95%-52.1pp | 418.27%-434.4pp |
| Employer contribution / active EE | $9,379 | $3,490+168.7% | $2,837+230.6% | $4,741+97.8% |
| Participant deferral / active EE | $8,907 | $5,339+66.8% | $4,656+91.3% | $6,401+39.1% |
| Admin fee / account holder | $20 | $10,925-99.8% | $7,493-99.7% | $11,429-99.8% |