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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 | $13,838 | $95,915-85.6% | $79,580-82.6% | $134,532-89.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.82% | -2.71%-13.1pp | 0.15%-16.0pp | 418.27%-434.1pp |
| Employer contribution / active EE | $2,041 | $3,129-34.8% | $2,413-15.4% | $4,741-56.9% |
| Participant deferral / active EE | $6,494 | $4,693+38.4% | $3,985+62.9% | $6,401+1.4% |
| Admin fee / account holder | $19 | $9,132-99.8% | $6,835-99.7% | $11,429-99.8% |