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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 | $42,854 | $133,998-68.0% | $112,263-61.8% | $134,545-68.1% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -16.21% | 47.17%-63.4pp | 27.49%-43.7pp | 418.37%-434.6pp |
| Employer contribution / active EE | $2,557 | $4,040-36.7% | $3,636-29.7% | $4,742-46.1% |
| Participant deferral / active EE | $5,162 | $5,292-2.5% | $4,729+9.1% | $6,401-19.4% |
| Admin fee / account holder | $3 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |