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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 | $30,595 | $72,404-57.7% | $110,241-72.2% | $64,181-52.3% |
| Participation rate | 96.9% | 73.3%+23.5pp | 79.8%+17.1pp | 69.6%+27.3pp |
| Annual return | -6.48% | -6.29%-0.2pp | 314.75%-321.2pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,857 | $2,282-18.6% | $3,827-51.5% | $2,381-22.0% |
| Participant deferral / active EE | $3,719 | $3,469+7.2% | $4,672-20.4% | $3,470+7.2% |
| Admin fee / account holder | $290 | $5,664-94.9% | $8,548-96.6% | $4,887-94.1% |