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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 | $66,901 | $95,975-30.3% | $74,552-10.3% | $135,382-50.6% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -6.59% | 56.96%-63.6pp | 32.53%-39.1pp | 519.77%-526.4pp |
| Employer contribution / active EE | $2,425 | $2,716-10.7% | $1,961+23.7% | $4,779-49.3% |
| Participant deferral / active EE | $6,315 | $3,844+64.3% | $3,108+103.2% | $5,609+12.6% |
| Admin fee / account holder | $239 | $6,522-96.3% | $5,060-95.3% | $10,829-97.8% |