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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 | $39,183 | $93,117-57.9% | $77,096-49.2% | $134,532-70.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -20.87% | 62.67%-83.5pp | 42.35%-63.2pp | 418.27%-439.1pp |
| Employer contribution / active EE | $5,033 | $3,420+47.1% | $2,814+78.8% | $4,741+6.2% |
| Participant deferral / active EE | $11,138 | $5,241+112.5% | $4,429+151.5% | $6,401+74.0% |
| Admin fee / account holder | $146 | $6,948-97.9% | $5,428-97.3% | $11,429-98.7% |