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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 | $30,371 | $133,981-77.3% | $112,249-72.9% | $134,532-77.4% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -15.66% | 47.16%-62.8pp | 27.48%-43.1pp | 418.27%-433.9pp |
| Employer contribution / active EE | $1,868 | $4,040-53.8% | $3,636-48.6% | $4,741-60.6% |
| Participant deferral / active EE | $3,068 | $5,292-42.0% | $4,729-35.1% | $6,401-52.1% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |