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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 | $25,268 | $142,392-82.3% | $119,622-78.9% | $134,532-81.2% |
| Participation rate | 91.7% | 82.8%+8.8pp | 79.3%+12.4pp | 81.2%+10.4pp |
| Annual return | -17.96% | -12.46%-5.5pp | -14.98%-3.0pp | 418.27%-436.2pp |
| Employer contribution / active EE | $1,657 | $5,224-68.3% | $4,232-60.8% | $4,741-65.0% |
| Participant deferral / active EE | $4,291 | $6,467-33.6% | $5,601-23.4% | $6,401-33.0% |
| Admin fee / account holder | $93 | $13,593-99.3% | $10,328-99.1% | $11,429-99.2% |