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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 | $25,806 | $133,998-80.7% | $112,263-77.0% | $134,545-80.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.07% | 47.17%-67.2pp | 27.49%-47.6pp | 418.37%-438.4pp |
| Employer contribution / active EE | $1,433 | $4,040-64.5% | $3,636-60.6% | $4,742-69.8% |
| Participant deferral / active EE | $6,110 | $5,292+15.4% | $4,729+29.2% | $6,401-4.6% |
| Admin fee / account holder | $95 | $7,493-98.7% | $6,410-98.5% | $11,431-99.2% |