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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 | $30,078 | $129,960-76.9% | $104,299-71.2% | $134,545-77.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -10.70% | 42.06%-52.8pp | 24.62%-35.3pp | 418.37%-429.1pp |
| Employer contribution / active EE | $1,034 | $4,186-75.3% | $3,373-69.3% | $4,742-78.2% |
| Participant deferral / active EE | $6,101 | $5,589+9.2% | $4,626+31.9% | $6,401-4.7% |
| Admin fee / account holder | $274 | $9,324-97.1% | $7,339-96.3% | $11,431-97.6% |