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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 | $35,493 | $100,805-64.8% | $86,698-59.1% | $134,532-73.6% |
| Participation rate | 88.9% | 79.0%+9.9pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | -19.95% | 29.09%-49.0pp | 35.95%-55.9pp | 418.27%-438.2pp |
| Employer contribution / active EE | $1,001 | $3,490-71.3% | $2,837-64.7% | $4,741-78.9% |
| Participant deferral / active EE | $6,570 | $5,339+23.1% | $4,656+41.1% | $6,401+2.6% |
| Admin fee / account holder | $13 | $10,925-99.9% | $7,493-99.8% | $11,429-99.9% |