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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 | $19,894 | $82,678-75.9% | $125,391-84.1% | $68,490-71.0% |
| Participation rate | 89.7% | 75.1%+14.6pp | 82.4%+7.3pp | 67.9%+21.8pp |
| Annual return | -15.57% | -5.97%-9.6pp | 572.41%-588.0pp | -7.85%-7.7pp |
| Employer contribution / active EE | $1,385 | $3,382-59.0% | $4,816-71.2% | $2,597-46.6% |
| Participant deferral / active EE | $3,393 | $6,111-44.5% | $7,448-54.4% | $4,028-15.8% |
| Admin fee / account holder | $121 | $6,277-98.1% | $10,009-98.8% | $5,403-97.8% |