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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 | $24,330 | $133,998-81.8% | $112,263-78.3% | $134,545-81.9% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.1%-2.3pp | 81.2%-8.5pp |
| Annual return | -20.27% | 47.17%-67.4pp | 27.49%-47.8pp | 418.37%-438.6pp |
| Employer contribution / active EE | $1,939 | $4,040-52.0% | $3,636-46.7% | $4,742-59.1% |
| Participant deferral / active EE | $6,128 | $5,292+15.8% | $4,729+29.6% | $6,401-4.3% |
| Admin fee / account holder | $44 | $7,493-99.4% | $6,410-99.3% | $11,431-99.6% |