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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 | $27,208 | $133,998-79.7% | $112,263-75.8% | $134,545-79.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.49% | 47.17%-65.7pp | 27.49%-46.0pp | 418.37%-436.9pp |
| Employer contribution / active EE | $2,122 | $4,040-47.5% | $3,636-41.6% | $4,742-55.3% |
| Participant deferral / active EE | $5,502 | $5,292+4.0% | $4,729+16.3% | $6,401-14.0% |
| Admin fee / account holder | $57 | $7,493-99.2% | $6,410-99.1% | $11,431-99.5% |