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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 | $22,328 | $100,805-77.9% | $86,698-74.2% | $134,532-83.4% |
| Participation rate | 83.3% | 79.0%+4.4pp | 76.6%+6.7pp | 81.2%+2.1pp |
| Annual return | -20.10% | 29.09%-49.2pp | 35.95%-56.0pp | 418.27%-438.4pp |
| Employer contribution / active EE | $2,241 | $3,490-35.8% | $2,837-21.0% | $4,741-52.7% |
| Participant deferral / active EE | $5,334 | $5,339-0.1% | $4,656+14.6% | $6,401-16.7% |
| Admin fee / account holder | $14 | $10,925-99.9% | $7,493-99.8% | $11,429-99.9% |