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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 | $48,759 | $93,124-47.6% | $77,100-36.8% | $134,545-63.8% |
| Participation rate | 72.7% | 74.5%-1.8pp | 67.9%+4.8pp | 81.2%-8.5pp |
| Annual return | -3.93% | 62.68%-66.6pp | 42.35%-46.3pp | 418.37%-422.3pp |
| Employer contribution / active EE | $710 | $3,421-79.2% | $2,815-74.8% | $4,742-85.0% |
| Participant deferral / active EE | $4,059 | $5,242-22.6% | $4,430-8.4% | $6,401-36.6% |
| Admin fee / account holder | $85 | $6,970-98.8% | $5,443-98.4% | $11,431-99.3% |