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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 | $24,283 | $75,962-68.0% | $154,108-84.2% | $64,173-62.2% |
| Participation rate | 86.5% | 70.4%+16.1pp | 83.0%+3.4pp | 69.6%+16.9pp |
| Annual return | -6.98% | 30.32%-37.3pp | 735.21%-742.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,340 | $3,350-30.2% | $5,298-55.8% | $2,381-1.7% |
| Participant deferral / active EE | $4,825 | $3,175+52.0% | $5,081-5.0% | $3,470+39.1% |
| Admin fee / account holder | $182 | $5,589-96.7% | $13,411-98.6% | $4,887-96.3% |