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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 | $12,869 | $133,998-90.4% | $112,263-88.5% | $134,545-90.4% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -19.94% | 47.17%-67.1pp | 27.49%-47.4pp | 418.37%-438.3pp |
| Employer contribution / active EE | $998 | $4,040-75.3% | $3,636-72.5% | $4,742-78.9% |
| Participant deferral / active EE | $1,531 | $5,292-71.1% | $4,729-67.6% | $6,401-76.1% |
| Admin fee / account holder | $122 | $7,493-98.4% | $6,410-98.1% | $11,431-98.9% |