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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 | $50,511 | $129,959-61.1% | $104,301-51.6% | $134,532-62.5% |
| Participation rate | 71.4% | 79.5%-8.1pp | 73.3%-1.8pp | 81.2%-9.8pp |
| Annual return | -6.81% | 42.04%-48.8pp | 24.61%-31.4pp | 418.27%-425.1pp |
| Employer contribution / active EE | $2,189 | $4,185-47.7% | $3,373-35.1% | $4,741-53.8% |
| Participant deferral / active EE | $4,814 | $5,589-13.9% | $4,626+4.1% | $6,401-24.8% |
| Admin fee / account holder | $300 | $9,325-96.8% | $7,340-95.9% | $11,429-97.4% |