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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 | $36,570 | $152,591-76.0% | $117,529-68.9% | $134,545-72.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -20.16% | 53.04%-73.2pp | 29.77%-49.9pp | 418.37%-438.5pp |
| Employer contribution / active EE | $2,177 | $5,576-61.0% | $4,179-47.9% | $4,742-54.1% |
| Participant deferral / active EE | $13,825 | $4,821+186.8% | $4,072+239.5% | $6,401+116.0% |
| Admin fee / account holder | $289 | $7,004-95.9% | $5,645-94.9% | $11,431-97.5% |