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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 | $26,073 | $77,817-66.5% | $123,553-78.9% | $64,173-59.4% |
| Participation rate | 82.1% | 74.7%+7.4pp | 82.3%-0.2pp | 69.6%+12.6pp |
| Annual return | -6.79% | 12.49%-19.3pp | 119.21%-126.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $6,610 | $3,014+119.3% | $4,628+42.8% | $2,381+177.6% |
| Participant deferral / active EE | $2,961 | $5,240-43.5% | $6,426-53.9% | $3,470-14.7% |
| Admin fee / account holder | $91 | $5,519-98.3% | $9,284-99.0% | $4,887-98.1% |