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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 | $68,614 | $133,981-48.8% | $112,249-38.9% | $134,532-49.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.97% | 47.16%-64.1pp | 27.48%-44.5pp | 418.27%-435.2pp |
| Employer contribution / active EE | $1,694 | $4,040-58.1% | $3,636-53.4% | $4,741-64.3% |
| Participant deferral / active EE | $15,333 | $5,292+189.7% | $4,729+224.2% | $6,401+139.5% |
| Admin fee / account holder | $20 | $7,492-99.7% | $6,412-99.7% | $11,429-99.8% |