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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 | $23,466 | $54,355-56.8% | $82,744-71.6% | $68,486-65.7% |
| Participation rate | 87.9% | 63.9%+24.0pp | 72.6%+15.3pp | 67.9%+20.0pp |
| Annual return | -18.48% | -13.67%-4.8pp | 702.22%-720.7pp | -7.85%-10.6pp |
| Employer contribution / active EE | $2,646 | $2,219+19.3% | $3,008-12.0% | $2,597+1.9% |
| Participant deferral / active EE | $5,354 | $3,246+64.9% | $4,395+21.8% | $4,028+32.9% |
| Admin fee / account holder | $124 | $4,397-97.2% | $5,325-97.7% | $5,404-97.7% |