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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 | $28,877 | $82,678-65.1% | $125,391-77.0% | $68,490-57.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.30% | -5.97%-13.3pp | 572.41%-591.7pp | -7.85%-11.4pp |
| Employer contribution / active EE | $5,434 | $3,382+60.7% | $4,816+12.8% | $2,597+109.3% |
| Participant deferral / active EE | $5,211 | $6,111-14.7% | $7,448-30.0% | $4,028+29.4% |
| Admin fee / account holder | $254 | $6,277-96.0% | $10,009-97.5% | $5,403-95.3% |