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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 | $45,959 | $93,098-50.6% | $77,081-40.4% | $134,509-65.8% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -21.36% | 62.63%-84.0pp | 42.33%-63.7pp | 418.13%-439.5pp |
| Employer contribution / active EE | $2,839 | $3,419-17.0% | $2,813+0.9% | $4,741-40.1% |
| Participant deferral / active EE | $8,142 | $5,239+55.4% | $4,428+83.9% | $6,400+27.2% |
| Admin fee / account holder | $40 | $6,945-99.4% | $5,427-99.3% | $11,427-99.6% |