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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 | $29,859 | $57,350-47.9% | $83,850-64.4% | $64,181-53.5% |
| Participation rate | 93.9% | 68.6%+25.3pp | 76.1%+17.8pp | 69.6%+24.4pp |
| Annual return | -7.33% | 11.38%-18.7pp | 850.92%-858.3pp | 7.63%-15.0pp |
| Employer contribution / active EE | $645 | $2,545-74.7% | $3,631-82.2% | $2,381-72.9% |
| Participant deferral / active EE | $2,385 | $2,993-20.3% | $4,082-41.6% | $3,470-31.3% |
| Admin fee / account holder | $233 | $4,046-94.2% | $5,478-95.7% | $4,887-95.2% |