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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 | $13,802 | $95,915-85.6% | $79,580-82.7% | $134,532-89.7% |
| Participation rate | 81.8% | 75.0%+6.8pp | 69.5%+12.3pp | 81.2%+0.6pp |
| Annual return | -18.91% | -2.71%-16.2pp | 0.15%-19.1pp | 418.27%-437.2pp |
| Employer contribution / active EE | $1,576 | $3,129-49.6% | $2,413-34.7% | $4,741-66.8% |
| Participant deferral / active EE | $2,998 | $4,693-36.1% | $3,985-24.8% | $6,401-53.2% |
| Admin fee / account holder | $48 | $9,132-99.5% | $6,835-99.3% | $11,429-99.6% |