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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 | $41,394 | $52,519-21.2% | $155,789-73.4% | $59,633-30.6% |
| Participation rate | 97.1% | 61.7%+35.4pp | 76.1%+21.0pp | 68.7%+28.5pp |
| Annual return | -0.81% | 53.51%-54.3pp | 71.54%-72.3pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $2,062 | $1,589+29.8% | $3,839-46.3% | $2,203-6.4% |
| Participant deferral / active EE | $2,451 | $3,084-20.5% | $4,798-48.9% | $3,192-23.2% |
| Admin fee / account holder | $142 | $3,540-96.0% | $7,477-98.1% | $4,297-96.7% |