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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 | $43,385 | $75,962-42.9% | $154,108-71.8% | $64,173-32.4% |
| Participation rate | 93.1% | 70.4%+22.7pp | 83.0%+10.1pp | 69.6%+23.5pp |
| Annual return | -7.31% | 30.32%-37.6pp | 735.21%-742.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $5,485 | $3,350+63.8% | $5,298+3.5% | $2,381+130.4% |
| Participant deferral / active EE | $4,905 | $3,175+54.5% | $5,081-3.5% | $3,470+41.4% |
| Admin fee / account holder | $220 | $5,589-96.1% | $13,411-98.4% | $4,887-95.5% |