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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 | $41,406 | $54,357-23.8% | $82,706-49.9% | $68,495-39.5% |
| Participation rate | 94.9% | 63.9%+30.9pp | 72.6%+22.3pp | 67.9%+27.0pp |
| Annual return | -15.35% | -13.67%-1.7pp | 701.76%-717.1pp | -7.84%-7.5pp |
| Employer contribution / active EE | $4,722 | $2,218+112.9% | $3,007+57.0% | $2,596+81.9% |
| Participant deferral / active EE | $7,000 | $3,246+115.6% | $4,394+59.3% | $4,028+73.8% |
| Admin fee / account holder | $65 | $4,396-98.5% | $5,329-98.8% | $5,403-98.8% |