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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 | $19,166 | $95,188-79.9% | $76,518-75.0% | $135,380-85.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -9.73% | 4.85%-14.6pp | -0.27%-9.5pp | 519.81%-529.5pp |
| Employer contribution / active EE | $5,771 | $3,303+74.7% | $2,647+118.0% | $4,779+20.8% |
| Participant deferral / active EE | $2,038 | $4,640-56.1% | $3,836-46.9% | $5,609-63.7% |
| Admin fee / account holder | $249 | $6,249-96.0% | $4,849-94.9% | $10,828-97.7% |