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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 | $45,582 | $93,117-51.0% | $77,096-40.9% | $134,532-66.1% |
| Participation rate | 83.3% | 74.5%+8.8pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -19.97% | 62.67%-82.6pp | 42.35%-62.3pp | 418.27%-438.2pp |
| Employer contribution / active EE | $2,577 | $3,420-24.7% | $2,814-8.5% | $4,741-45.7% |
| Participant deferral / active EE | $6,206 | $5,241+18.4% | $4,429+40.1% | $6,401-3.0% |
| Admin fee / account holder | $16 | $6,948-99.8% | $5,428-99.7% | $11,429-99.9% |