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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 | $22,441 | $82,678-72.9% | $125,391-82.1% | $68,490-67.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.73% | -5.97%-6.8pp | 572.41%-585.1pp | -7.85%-4.9pp |
| Employer contribution / active EE | $3,413 | $3,382+0.9% | $4,816-29.1% | $2,597+31.4% |
| Participant deferral / active EE | $8,362 | $6,111+36.8% | $7,448+12.3% | $4,028+107.6% |
| Admin fee / account holder | $141 | $6,277-97.7% | $10,009-98.6% | $5,403-97.4% |