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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 | $109,464 | $142,392-23.1% | $119,622-8.5% | $134,532-18.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.41% | -12.46%-6.9pp | -14.98%-4.4pp | 418.27%-437.7pp |
| Employer contribution / active EE | $1,738 | $5,224-66.7% | $4,232-58.9% | $4,741-63.4% |
| Participant deferral / active EE | $4,556 | $6,467-29.5% | $5,601-18.6% | $6,401-28.8% |
| Admin fee / account holder | $78 | $13,593-99.4% | $10,328-99.2% | $11,429-99.3% |