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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 | $20,842 | $95,917-78.3% | $79,583-73.8% | $134,545-84.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.48% | -2.70%-16.8pp | 0.16%-19.6pp | 418.37%-437.8pp |
| Employer contribution / active EE | $4,523 | $3,129+44.5% | $2,414+87.4% | $4,742-4.6% |
| Participant deferral / active EE | $6,990 | $4,694+48.9% | $3,986+75.4% | $6,401+9.2% |
| Admin fee / account holder | $188 | $9,132-97.9% | $6,835-97.2% | $11,431-98.4% |