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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 | $39,469 | $93,124-57.6% | $77,100-48.8% | $134,545-70.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.89% | 62.68%-79.6pp | 42.35%-59.2pp | 418.37%-435.3pp |
| Employer contribution / active EE | $1,763 | $3,421-48.5% | $2,815-37.4% | $4,742-62.8% |
| Participant deferral / active EE | $8,597 | $5,242+64.0% | $4,430+94.1% | $6,401+34.3% |
| Admin fee / account holder | $20 | $6,970-99.7% | $5,443-99.6% | $11,431-99.8% |