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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 | $28,845 | $133,998-78.5% | $112,263-74.3% | $134,545-78.6% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -19.30% | 47.17%-66.5pp | 27.49%-46.8pp | 418.37%-437.7pp |
| Employer contribution / active EE | $2,147 | $4,040-46.9% | $3,636-41.0% | $4,742-54.7% |
| Participant deferral / active EE | $4,152 | $5,292-21.5% | $4,729-12.2% | $6,401-35.1% |
| Admin fee / account holder | $117 | $7,493-98.4% | $6,410-98.2% | $11,431-99.0% |