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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 | $32,296 | $105,867-69.5% | $90,760-64.4% | $134,532-76.0% |
| Participation rate | 85.7% | 78.3%+7.5pp | 75.7%+10.0pp | 81.2%+4.5pp |
| Annual return | -12.25% | -10.99%-1.3pp | -12.16%-0.1pp | 418.27%-430.5pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $18,886 | $5,217+262.0% | $4,565+313.7% | $6,401+195.0% |
| Admin fee / account holder | $192 | $13,936-98.6% | $8,444-97.7% | $11,429-98.3% |