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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 | $24,806 | $167,352-85.2% | $143,788-82.7% | $134,509-81.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.02% | 0.47%-15.5pp | -0.03%-15.0pp | 418.13%-433.2pp |
| Employer contribution / active EE | $3,422 | $5,620-39.1% | $4,952-30.9% | $4,741-27.8% |
| Participant deferral / active EE | $3,998 | $6,447-38.0% | $5,638-29.1% | $6,400-37.5% |
| Admin fee / account holder | $93 | $18,091-99.5% | $14,675-99.4% | $11,427-99.2% |