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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 | $58,332 | $133,998-56.5% | $112,263-48.0% | $134,545-56.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.54% | 47.17%-65.7pp | 27.49%-46.0pp | 418.37%-436.9pp |
| Employer contribution / active EE | $2,846 | $4,040-29.6% | $3,636-21.7% | $4,742-40.0% |
| Participant deferral / active EE | $13,916 | $5,292+163.0% | $4,729+194.3% | $6,401+117.4% |
| Admin fee / account holder | $235 | $7,493-96.9% | $6,410-96.3% | $11,431-97.9% |