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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 | $30,269 | $133,981-77.4% | $112,249-73.0% | $134,532-77.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.41% | 47.16%-66.6pp | 27.48%-46.9pp | 418.27%-437.7pp |
| Employer contribution / active EE | $2,653 | $4,040-34.3% | $3,636-27.0% | $4,741-44.0% |
| Participant deferral / active EE | $5,681 | $5,292+7.4% | $4,729+20.1% | $6,401-11.2% |
| Admin fee / account holder | $112 | $7,492-98.5% | $6,412-98.3% | $11,429-99.0% |