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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 | $36,679 | $77,817-52.9% | $123,553-70.3% | $64,173-42.8% |
| Participation rate | 76.9% | 74.7%+2.2pp | 82.3%-5.4pp | 69.6%+7.4pp |
| Annual return | -6.86% | 12.49%-19.4pp | 119.21%-126.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $6,374 | $3,014+111.5% | $4,628+37.7% | $2,381+167.7% |
| Participant deferral / active EE | $4,201 | $5,240-19.8% | $6,426-34.6% | $3,470+21.1% |
| Admin fee / account holder | $6 | $5,519-99.9% | $9,284-99.9% | $4,887-99.9% |