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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 | $78,409 | $142,392-44.9% | $119,622-34.5% | $134,532-41.7% |
| Participation rate | 72.2% | 82.8%-10.6pp | 79.3%-7.0pp | 81.2%-9.0pp |
| Annual return | -16.52% | -12.46%-4.1pp | -14.98%-1.5pp | 418.27%-434.8pp |
| Employer contribution / active EE | $1,786 | $5,224-65.8% | $4,232-57.8% | $4,741-62.3% |
| Participant deferral / active EE | $5,181 | $6,467-19.9% | $5,601-7.5% | $6,401-19.1% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |