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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 | $9,937 | $82,314-87.9% | $68,808-85.6% | $134,532-92.6% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | -15.03% | -2.18%-12.8pp | -6.37%-8.7pp | 418.27%-433.3pp |
| Employer contribution / active EE | $2,258 | $3,301-31.6% | $2,656-15.0% | $4,741-52.4% |
| Participant deferral / active EE | $3,340 | $4,740-29.5% | $3,942-15.3% | $6,401-47.8% |
| Admin fee / account holder | $0 | $6,484-100.0% | $4,936-100.0% | $11,429-100.0% |