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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 | $29,443 | $95,895-69.3% | $79,576-63.0% | $134,509-78.1% |
| Participation rate | 93.8% | 75.0%+18.7pp | 69.5%+24.3pp | 81.2%+12.5pp |
| Annual return | -17.42% | -2.72%-14.7pp | 0.15%-17.6pp | 418.13%-435.6pp |
| Employer contribution / active EE | $2,551 | $3,128-18.5% | $2,413+5.7% | $4,741-46.2% |
| Participant deferral / active EE | $4,143 | $4,693-11.7% | $3,985+3.9% | $6,400-35.3% |
| Admin fee / account holder | $132 | $9,129-98.5% | $6,834-98.1% | $11,427-98.8% |