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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 | $29,318 | $95,188-69.2% | $76,518-61.7% | $135,380-78.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -8.37% | 4.85%-13.2pp | -0.27%-8.1pp | 519.81%-528.2pp |
| Employer contribution / active EE | $1,686 | $3,303-48.9% | $2,647-36.3% | $4,779-64.7% |
| Participant deferral / active EE | $1,863 | $4,640-59.9% | $3,836-51.4% | $5,609-66.8% |
| Admin fee / account holder | $103 | $6,249-98.4% | $4,849-97.9% | $10,828-99.1% |