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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 | $37,732 | $93,117-59.5% | $77,096-51.1% | $134,532-72.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.08% | 62.67%-79.8pp | 42.35%-59.4pp | 418.27%-435.4pp |
| Employer contribution / active EE | $2,609 | $3,420-23.7% | $2,814-7.3% | $4,741-45.0% |
| Participant deferral / active EE | $4,408 | $5,241-15.9% | $4,429-0.5% | $6,401-31.1% |
| Admin fee / account holder | $208 | $6,948-97.0% | $5,428-96.2% | $11,429-98.2% |