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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 | $36,826 | $152,542-75.9% | $117,498-68.7% | $134,509-72.6% |
| Participation rate | 78.6% | 77.1%+1.5pp | 70.6%+8.0pp | 81.2%-2.7pp |
| Annual return | -16.10% | 53.02%-69.1pp | 29.75%-45.9pp | 418.13%-434.2pp |
| Employer contribution / active EE | $1,520 | $5,574-72.7% | $4,178-63.6% | $4,741-67.9% |
| Participant deferral / active EE | $5,594 | $4,819+16.1% | $4,071+37.4% | $6,400-12.6% |
| Admin fee / account holder | $157 | $7,006-97.8% | $5,646-97.2% | $11,427-98.6% |