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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 | $21,246 | $93,098-77.2% | $77,081-72.4% | $134,509-84.2% |
| Participation rate | 70.0% | 74.5%-4.5pp | 67.9%+2.1pp | 81.2%-11.2pp |
| Annual return | -11.81% | 62.63%-74.4pp | 42.33%-54.1pp | 418.13%-429.9pp |
| Employer contribution / active EE | $1,238 | $3,419-63.8% | $2,813-56.0% | $4,741-73.9% |
| Participant deferral / active EE | $2,929 | $5,239-44.1% | $4,428-33.9% | $6,400-54.2% |
| Admin fee / account holder | $42 | $6,945-99.4% | $5,427-99.2% | $11,427-99.6% |