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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 | $28,191 | $82,674-65.9% | $125,381-77.5% | $68,486-58.8% |
| Participation rate | 96.0% | 75.1%+20.9pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -18.58% | -5.97%-12.6pp | 572.31%-590.9pp | -7.85%-10.7pp |
| Employer contribution / active EE | $2,920 | $3,382-13.7% | $4,815-39.4% | $2,597+12.5% |
| Participant deferral / active EE | $6,505 | $6,111+6.5% | $7,448-12.7% | $4,028+61.5% |
| Admin fee / account holder | $129 | $6,277-98.0% | $10,007-98.7% | $5,404-97.6% |