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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 | $48,537 | $133,998-63.8% | $112,263-56.8% | $134,545-63.9% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -20.46% | 47.17%-67.6pp | 27.49%-47.9pp | 418.37%-438.8pp |
| Employer contribution / active EE | $1,751 | $4,040-56.7% | $3,636-51.9% | $4,742-63.1% |
| Participant deferral / active EE | $5,818 | $5,292+9.9% | $4,729+23.0% | $6,401-9.1% |
| Admin fee / account holder | $4 | $7,493-99.9% | $6,410-99.9% | $11,431-100.0% |