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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 | $45,206 | $106,557-57.6% | $91,227-50.4% | $134,545-66.4% |
| Participation rate | 95.5% | 76.8%+18.7pp | 73.2%+22.3pp | 81.2%+14.2pp |
| Annual return | -16.95% | 160.81%-177.8pp | 114.14%-131.1pp | 418.37%-435.3pp |
| Employer contribution / active EE | $1,915 | $3,332-42.5% | $2,851-32.8% | $4,742-59.6% |
| Participant deferral / active EE | $5,383 | $4,719+14.1% | $4,234+27.1% | $6,401-15.9% |
| Admin fee / account holder | $175 | $6,235-97.2% | $5,423-96.8% | $11,431-98.5% |