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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 | $14,664 | $54,370-73.0% | $82,763-82.3% | $68,490-78.6% |
| Participation rate | 77.8% | 63.9%+13.8pp | 72.6%+5.2pp | 67.9%+9.9pp |
| Annual return | -18.21% | -13.67%-4.5pp | 702.45%-720.7pp | -7.85%-10.4pp |
| Employer contribution / active EE | $1,278 | $2,219-42.4% | $3,008-57.5% | $2,597-50.8% |
| Participant deferral / active EE | $1,115 | $3,247-65.7% | $4,395-74.6% | $4,028-72.3% |
| Admin fee / account holder | $191 | $4,398-95.7% | $5,325-96.4% | $5,403-96.5% |