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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 | $9,623 | $67,372-85.7% | $60,906-84.2% | $134,532-92.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.46% | 50.05%-66.5pp | 16.94%-33.4pp | 418.27%-434.7pp |
| Employer contribution / active EE | $1,103 | $3,099-64.4% | $2,703-59.2% | $4,741-76.7% |
| Participant deferral / active EE | $1,125 | $4,532-75.2% | $3,814-70.5% | $6,401-82.4% |
| Admin fee / account holder | $0 | $4,588-100.0% | $3,227-100.0% | $11,429-100.0% |