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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 | $32,947 | $67,372-51.1% | $60,906-45.9% | $134,532-75.5% |
| Participation rate | 72.7% | 76.2%-3.4pp | 73.1%-0.4pp | 81.2%-8.5pp |
| Annual return | -16.36% | 50.05%-66.4pp | 16.94%-33.3pp | 418.27%-434.6pp |
| Employer contribution / active EE | $3,548 | $3,099+14.5% | $2,703+31.3% | $4,741-25.2% |
| Participant deferral / active EE | $6,248 | $4,532+37.9% | $3,814+63.8% | $6,401-2.4% |
| Admin fee / account holder | $18 | $4,588-99.6% | $3,227-99.4% | $11,429-99.8% |