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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 | $25,420 | $133,998-81.0% | $112,263-77.4% | $134,545-81.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -15.33% | 47.17%-62.5pp | 27.49%-42.8pp | 418.37%-433.7pp |
| Employer contribution / active EE | $1,324 | $4,040-67.2% | $3,636-63.6% | $4,742-72.1% |
| Participant deferral / active EE | $4,528 | $5,292-14.4% | $4,729-4.3% | $6,401-29.3% |
| Admin fee / account holder | $273 | $7,493-96.4% | $6,410-95.7% | $11,431-97.6% |