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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 | $17,217 | $75,962-77.3% | $154,108-88.8% | $64,173-73.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.42% | 30.32%-37.7pp | 735.21%-742.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,136 | $3,350-36.2% | $5,298-59.7% | $2,381-10.3% |
| Participant deferral / active EE | $1,768 | $3,175-44.3% | $5,081-65.2% | $3,470-49.1% |
| Admin fee / account holder | $189 | $5,589-96.6% | $13,411-98.6% | $4,887-96.1% |