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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 | $10,408 | $54,357-80.9% | $82,706-87.4% | $68,495-84.8% |
| Participation rate | 83.9% | 63.9%+19.9pp | 72.6%+11.3pp | 67.9%+16.0pp |
| Annual return | -19.37% | -13.67%-5.7pp | 701.76%-721.1pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,713 | $2,218-22.8% | $3,007-43.0% | $2,596-34.0% |
| Participant deferral / active EE | $1,923 | $3,246-40.8% | $4,394-56.2% | $4,028-52.3% |
| Admin fee / account holder | $278 | $4,396-93.7% | $5,329-94.8% | $5,403-94.9% |