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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 | $32,919 | $105,867-68.9% | $90,760-63.7% | $134,532-75.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -12.53% | -10.99%-1.5pp | -12.16%-0.4pp | 418.27%-430.8pp |
| Employer contribution / active EE | $3,430 | $3,464-1.0% | $2,922+17.4% | $4,741-27.7% |
| Participant deferral / active EE | $8,167 | $5,217+56.5% | $4,565+78.9% | $6,401+27.6% |
| Admin fee / account holder | $17 | $13,936-99.9% | $8,444-99.8% | $11,429-99.9% |