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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 | $42,857 | $92,766-53.8% | $82,763-48.2% | $134,545-68.1% |
| Participation rate | 76.5% | 75.2%+1.3pp | 72.6%+3.9pp | 81.2%-4.8pp |
| Annual return | -15.26% | 946.97%-962.2pp | 702.45%-717.7pp | 418.37%-433.6pp |
| Employer contribution / active EE | $840 | $3,273-74.3% | $3,008-72.1% | $4,742-82.3% |
| Participant deferral / active EE | $5,482 | $4,802+14.2% | $4,395+24.7% | $6,401-14.4% |
| Admin fee / account holder | $8 | $5,978-99.9% | $5,325-99.8% | $11,431-99.9% |