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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 | $13,138 | $67,372-80.5% | $60,906-78.4% | $134,532-90.2% |
| Participation rate | 89.5% | 76.2%+13.3pp | 73.1%+16.4pp | 81.2%+8.2pp |
| Annual return | -17.74% | 50.05%-67.8pp | 16.94%-34.7pp | 418.27%-436.0pp |
| Employer contribution / active EE | $915 | $3,099-70.5% | $2,703-66.2% | $4,741-80.7% |
| Participant deferral / active EE | $1,610 | $4,532-64.5% | $3,814-57.8% | $6,401-74.8% |
| Admin fee / account holder | $38 | $4,588-99.2% | $3,227-98.8% | $11,429-99.7% |