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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 | $34,620 | $133,981-74.2% | $112,249-69.2% | $134,532-74.3% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -18.35% | 47.16%-65.5pp | 27.48%-45.8pp | 418.27%-436.6pp |
| Employer contribution / active EE | $830 | $4,040-79.5% | $3,636-77.2% | $4,741-82.5% |
| Participant deferral / active EE | $2,608 | $5,292-50.7% | $4,729-44.9% | $6,401-59.3% |
| Admin fee / account holder | $102 | $7,492-98.6% | $6,412-98.4% | $11,429-99.1% |