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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 | $32,508 | $86,701-62.5% | $73,309-55.7% | $125,389-74.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -2.21% | 2.78%-5.0pp | 5.67%-7.9pp | 282.24%-284.5pp |
| Employer contribution / active EE | $11,995 | $4,152+188.9% | $3,237+270.5% | $4,866+146.5% |
| Participant deferral / active EE | $3,439 | $5,549-38.0% | $4,991-31.1% | $5,352-35.7% |
| Admin fee / account holder | $50 | $7,768-99.4% | $5,635-99.1% | $9,541-99.5% |