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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 | $26,227 | $133,998-80.4% | $112,263-76.6% | $134,545-80.5% |
| Participation rate | 89.5% | 78.6%+10.9pp | 75.1%+14.4pp | 81.2%+8.2pp |
| Annual return | -15.69% | 47.17%-62.9pp | 27.49%-43.2pp | 418.37%-434.1pp |
| Employer contribution / active EE | $2,475 | $4,040-38.7% | $3,636-31.9% | $4,742-47.8% |
| Participant deferral / active EE | $3,698 | $5,292-30.1% | $4,729-21.8% | $6,401-42.2% |
| Admin fee / account holder | $72 | $7,493-99.0% | $6,410-98.9% | $11,431-99.4% |