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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 | $42,839 | $138,072-69.0% | $123,549-65.3% | $135,382-68.4% |
| Participation rate | 86.7% | 84.7%+1.9pp | 82.3%+4.4pp | 82.6%+4.0pp |
| Annual return | -7.99% | 153.69%-161.7pp | 119.20%-127.2pp | 519.77%-527.8pp |
| Employer contribution / active EE | $1,785 | $5,152-65.4% | $4,628-61.4% | $4,779-62.7% |
| Participant deferral / active EE | $4,901 | $6,799-27.9% | $6,426-23.7% | $5,609-12.6% |
| Admin fee / account holder | $87 | $10,917-99.2% | $9,284-99.1% | $10,829-99.2% |