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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 | $40,278 | $142,358-71.7% | $119,615-66.3% | $134,493-70.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.23% | -12.46%-2.8pp | -14.98%-0.2pp | 418.01%-433.2pp |
| Employer contribution / active EE | $2,417 | $5,223-53.7% | $4,232-42.9% | $4,740-49.0% |
| Participant deferral / active EE | $6,143 | $6,470-5.1% | $5,602+9.6% | $6,400-4.0% |
| Admin fee / account holder | $6 | $13,585-100.0% | $10,324-99.9% | $11,425-100.0% |