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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 | $52,604 | $133,998-60.7% | $112,263-53.1% | $134,545-60.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.28% | 47.17%-66.4pp | 27.49%-46.8pp | 418.37%-437.6pp |
| Employer contribution / active EE | $2,040 | $4,040-49.5% | $3,636-43.9% | $4,742-57.0% |
| Participant deferral / active EE | $2,600 | $5,292-50.9% | $4,729-45.0% | $6,401-59.4% |
| Admin fee / account holder | $208 | $7,493-97.2% | $6,410-96.8% | $11,431-98.2% |