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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 | $47,687 | $133,998-64.4% | $112,263-57.5% | $134,545-64.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.28% | 47.17%-63.5pp | 27.49%-43.8pp | 418.37%-434.6pp |
| Employer contribution / active EE | $1,224 | $4,040-69.7% | $3,636-66.3% | $4,742-74.2% |
| Participant deferral / active EE | $4,351 | $5,292-17.8% | $4,729-8.0% | $6,401-32.0% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |