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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 | $104,120 | $75,962+37.1% | $154,108-32.4% | $64,173+62.2% |
| Participation rate | 82.4% | 70.4%+11.9pp | 83.0%-0.7pp | 69.6%+12.8pp |
| Annual return | -4.41% | 30.32%-34.7pp | 735.21%-739.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $883 | $3,350-73.6% | $5,298-83.3% | $2,381-62.9% |
| Participant deferral / active EE | $5,272 | $3,175+66.1% | $5,081+3.8% | $3,470+51.9% |
| Admin fee / account holder | $16 | $5,589-99.7% | $13,411-99.9% | $4,887-99.7% |