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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 | $60,655 | $82,678-26.6% | $125,391-51.6% | $68,490-11.4% |
| Participation rate | 90.9% | 75.1%+15.8pp | 82.4%+8.5pp | 67.9%+23.0pp |
| Annual return | -17.44% | -5.97%-11.5pp | 572.41%-589.9pp | -7.85%-9.6pp |
| Employer contribution / active EE | $3,030 | $3,382-10.4% | $4,816-37.1% | $2,597+16.7% |
| Participant deferral / active EE | $7,768 | $6,111+27.1% | $7,448+4.3% | $4,028+92.9% |
| Admin fee / account holder | $112 | $6,277-98.2% | $10,009-98.9% | $5,403-97.9% |