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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 | $152,591-75.9% | $117,529-68.7% | $134,545-72.6% |
| Participation rate | 78.6% | 77.1%+1.5pp | 70.6%+8.0pp | 81.2%-2.7pp |
| Annual return | -16.10% | 53.04%-69.1pp | 29.77%-45.9pp | 418.37%-434.5pp |
| Employer contribution / active EE | $1,520 | $5,576-72.7% | $4,179-63.6% | $4,742-67.9% |
| Participant deferral / active EE | $5,594 | $4,821+16.0% | $4,072+37.4% | $6,401-12.6% |
| Admin fee / account holder | $157 | $7,004-97.8% | $5,645-97.2% | $11,431-98.6% |