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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 | $19,984 | $95,917-79.2% | $79,583-74.9% | $134,545-85.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.08% | -2.70%-12.4pp | 0.16%-15.2pp | 418.37%-433.4pp |
| Employer contribution / active EE | $1,575 | $3,129-49.7% | $2,414-34.7% | $4,742-66.8% |
| Participant deferral / active EE | $3,278 | $4,694-30.2% | $3,986-17.7% | $6,401-48.8% |
| Admin fee / account holder | $90 | $9,132-99.0% | $6,835-98.7% | $11,431-99.2% |