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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 | $61,835 | $82,674-25.2% | $125,381-50.7% | $68,486-9.7% |
| Participation rate | 96.2% | 75.1%+21.2pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | -14.07% | -5.97%-8.1pp | 572.31%-586.4pp | -7.85%-6.2pp |
| Employer contribution / active EE | $1,151 | $3,382-66.0% | $4,815-76.1% | $2,597-55.7% |
| Participant deferral / active EE | $2,631 | $6,111-57.0% | $7,448-64.7% | $4,028-34.7% |
| Admin fee / account holder | $259 | $6,277-95.9% | $10,007-97.4% | $5,404-95.2% |