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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 | $59,080 | $100,805-41.4% | $86,698-31.9% | $134,532-56.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.78% | 29.09%-43.9pp | 35.95%-50.7pp | 418.27%-433.1pp |
| Employer contribution / active EE | $5,980 | $3,490+71.3% | $2,837+110.8% | $4,741+26.1% |
| Participant deferral / active EE | $6,263 | $5,339+17.3% | $4,656+34.5% | $6,401-2.1% |
| Admin fee / account holder | $266 | $10,925-97.6% | $7,493-96.4% | $11,429-97.7% |