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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 | $34,266 | $133,981-74.4% | $112,249-69.5% | $134,532-74.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.02% | 47.16%-62.2pp | 27.48%-42.5pp | 418.27%-433.3pp |
| Employer contribution / active EE | $2,563 | $4,040-36.6% | $3,636-29.5% | $4,741-45.9% |
| Participant deferral / active EE | $3,534 | $5,292-33.2% | $4,729-25.3% | $6,401-44.8% |
| Admin fee / account holder | $20 | $7,492-99.7% | $6,412-99.7% | $11,429-99.8% |