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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 | $30,270 | $105,867-71.4% | $90,760-66.6% | $134,532-77.5% |
| Participation rate | 71.4% | 78.3%-6.8pp | 75.7%-4.3pp | 81.2%-9.8pp |
| Annual return | -16.21% | -10.99%-5.2pp | -12.16%-4.1pp | 418.27%-434.5pp |
| Employer contribution / active EE | $4,301 | $3,464+24.2% | $2,922+47.2% | $4,741-9.3% |
| Participant deferral / active EE | $7,328 | $5,217+40.5% | $4,565+60.5% | $6,401+14.5% |
| Admin fee / account holder | $143 | $13,936-99.0% | $8,444-98.3% | $11,429-98.7% |