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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 | $33,000 | $133,981-75.4% | $112,249-70.6% | $134,532-75.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.41% | 47.16%-63.6pp | 27.48%-43.9pp | 418.27%-434.7pp |
| Employer contribution / active EE | $3,250 | $4,040-19.6% | $3,636-10.6% | $4,741-31.5% |
| Participant deferral / active EE | $7,950 | $5,292+50.2% | $4,729+68.1% | $6,401+24.2% |
| Admin fee / account holder | $126 | $7,492-98.3% | $6,412-98.0% | $11,429-98.9% |