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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 | $38,703 | $82,674-53.2% | $125,381-69.1% | $68,486-43.5% |
| Participation rate | 88.5% | 75.1%+13.4pp | 82.4%+6.1pp | 67.9%+20.6pp |
| Annual return | -18.85% | -5.97%-12.9pp | 572.31%-591.2pp | -7.85%-11.0pp |
| Employer contribution / active EE | $2,552 | $3,382-24.5% | $4,815-47.0% | $2,597-1.7% |
| Participant deferral / active EE | $8,409 | $6,111+37.6% | $7,448+12.9% | $4,028+108.8% |
| Admin fee / account holder | $174 | $6,277-97.2% | $10,007-98.3% | $5,404-96.8% |