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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 | $34,053 | $82,674-58.8% | $125,381-72.8% | $68,486-50.3% |
| Participation rate | 92.6% | 75.1%+17.5pp | 82.4%+10.2pp | 67.9%+24.7pp |
| Annual return | -17.33% | -5.97%-11.4pp | 572.31%-589.6pp | -7.85%-9.5pp |
| Employer contribution / active EE | $2,356 | $3,382-30.3% | $4,815-51.1% | $2,597-9.3% |
| Participant deferral / active EE | $5,586 | $6,111-8.6% | $7,448-25.0% | $4,028+38.7% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,007-100.0% | $5,404-100.0% |