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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 | $26,877 | $75,962-64.6% | $154,111-82.6% | $64,173-58.1% |
| Participation rate | 85.7% | 70.4%+15.3pp | 83.0%+2.7pp | 69.6%+16.1pp |
| Annual return | -6.23% | 30.32%-36.6pp | 735.18%-741.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $994 | $3,350-70.3% | $5,298-81.2% | $2,381-58.2% |
| Participant deferral / active EE | $3,276 | $3,175+3.2% | $5,081-35.5% | $3,470-5.6% |
| Admin fee / account holder | $151 | $5,589-97.3% | $13,411-98.9% | $4,887-96.9% |