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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 | $16,474 | $95,917-82.8% | $79,583-79.3% | $134,545-87.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -12.79% | -2.70%-10.1pp | 0.16%-12.9pp | 418.37%-431.2pp |
| Employer contribution / active EE | $7,792 | $3,129+149.0% | $2,414+222.8% | $4,742+64.3% |
| Participant deferral / active EE | $5,207 | $4,694+10.9% | $3,986+30.6% | $6,401-18.7% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |