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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 | $53,336 | $75,962-29.8% | $154,108-65.4% | $64,173-16.9% |
| Participation rate | 92.0% | 70.4%+21.6pp | 83.0%+9.0pp | 69.6%+22.4pp |
| Annual return | -4.28% | 30.32%-34.6pp | 735.21%-739.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $3,550 | $3,350+6.0% | $5,298-33.0% | $2,381+49.1% |
| Participant deferral / active EE | $2,658 | $3,175-16.3% | $5,081-47.7% | $3,470-23.4% |
| Admin fee / account holder | $25 | $5,589-99.6% | $13,411-99.8% | $4,887-99.5% |