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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 | $42,222 | $95,979-56.0% | $74,551-43.4% | $135,380-68.8% |
| Participation rate | 70.0% | 75.7%-5.7pp | 69.1%+0.9pp | 82.6%-12.6pp |
| Annual return | -6.16% | 56.97%-63.1pp | 32.53%-38.7pp | 519.81%-526.0pp |
| Employer contribution / active EE | $341 | $2,716-87.4% | $1,961-82.6% | $4,779-92.9% |
| Participant deferral / active EE | $5,140 | $3,844+33.7% | $3,108+65.4% | $5,609-8.4% |
| Admin fee / account holder | $13 | $6,522-99.8% | $5,059-99.7% | $10,828-99.9% |