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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 | $42,642 | $133,981-68.2% | $112,249-62.0% | $134,532-68.3% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -19.91% | 47.16%-67.1pp | 27.48%-47.4pp | 418.27%-438.2pp |
| Employer contribution / active EE | $1,696 | $4,040-58.0% | $3,636-53.4% | $4,741-64.2% |
| Participant deferral / active EE | $2,403 | $5,292-54.6% | $4,729-49.2% | $6,401-62.5% |
| Admin fee / account holder | $37 | $7,492-99.5% | $6,412-99.4% | $11,429-99.7% |