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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 | $32,503 | $133,998-75.7% | $112,263-71.0% | $134,545-75.8% |
| Participation rate | 90.5% | 78.6%+11.9pp | 75.1%+15.4pp | 81.2%+9.2pp |
| Annual return | -20.22% | 47.17%-67.4pp | 27.49%-47.7pp | 418.37%-438.6pp |
| Employer contribution / active EE | $2,403 | $4,040-40.5% | $3,636-33.9% | $4,742-49.3% |
| Participant deferral / active EE | $4,939 | $5,292-6.7% | $4,729+4.4% | $6,401-22.8% |
| Admin fee / account holder | $7 | $7,493-99.9% | $6,410-99.9% | $11,431-99.9% |