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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 | $50,490 | $95,975-47.4% | $74,549-32.3% | $135,379-62.7% |
| Participation rate | 78.6% | 75.7%+2.9pp | 69.1%+9.4pp | 82.6%-4.1pp |
| Annual return | -6.36% | 56.96%-63.3pp | 32.53%-38.9pp | 519.79%-526.1pp |
| Employer contribution / active EE | $1,131 | $2,716-58.3% | $1,961-42.3% | $4,779-76.3% |
| Participant deferral / active EE | $3,707 | $3,844-3.6% | $3,108+19.3% | $5,609-33.9% |
| Admin fee / account holder | $38 | $6,522-99.4% | $5,059-99.2% | $10,828-99.6% |