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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 | $22,964 | $32,117-28.5% | $71,089-67.7% | $64,173-64.2% |
| Participation rate | 100.0% | 42.7%+57.3pp | 54.6%+45.4pp | 69.6%+30.4pp |
| Annual return | -6.91% | -5.57%-1.3pp | 650.65%-657.6pp | 7.63%-14.5pp |
| Employer contribution / active EE | $5,287 | $712+642.3% | $1,088+386.1% | $2,381+122.1% |
| Participant deferral / active EE | $1,423 | $1,263+12.7% | $1,873-24.0% | $3,470-59.0% |
| Admin fee / account holder | $154 | $2,759-94.4% | $3,082-95.0% | $4,887-96.9% |