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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 | $25,917 | $133,981-80.7% | $112,249-76.9% | $134,532-80.7% |
| Participation rate | 86.7% | 78.6%+8.1pp | 75.1%+11.6pp | 81.2%+5.4pp |
| Annual return | -19.30% | 47.16%-66.5pp | 27.48%-46.8pp | 418.27%-437.6pp |
| Employer contribution / active EE | $2,057 | $4,040-49.1% | $3,636-43.4% | $4,741-56.6% |
| Participant deferral / active EE | $3,121 | $5,292-41.0% | $4,729-34.0% | $6,401-51.2% |
| Admin fee / account holder | $20 | $7,492-99.7% | $6,412-99.7% | $11,429-99.8% |