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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 | $19,342 | $93,117-79.2% | $77,096-74.9% | $134,532-85.6% |
| Participation rate | 92.9% | 74.5%+18.4pp | 67.9%+24.9pp | 81.2%+11.6pp |
| Annual return | -18.13% | 62.67%-80.8pp | 42.35%-60.5pp | 418.27%-436.4pp |
| Employer contribution / active EE | $1,366 | $3,420-60.1% | $2,814-51.5% | $4,741-71.2% |
| Participant deferral / active EE | $2,328 | $5,241-55.6% | $4,429-47.4% | $6,401-63.6% |
| Admin fee / account holder | $53 | $6,948-99.2% | $5,428-99.0% | $11,429-99.5% |