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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 | $26,270 | $167,353-84.3% | $143,797-81.7% | $134,545-80.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.12% | 0.48%-9.6pp | -0.04%-9.1pp | 418.37%-427.5pp |
| Employer contribution / active EE | $3,906 | $5,620-30.5% | $4,952-21.1% | $4,742-17.6% |
| Participant deferral / active EE | $11,553 | $6,447+79.2% | $5,638+104.9% | $6,401+80.5% |
| Admin fee / account holder | $1 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |