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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 | $41,715 | $75,832-45.0% | $147,617-71.7% | $59,633-30.0% |
| Participation rate | 78.6% | 71.6%+7.0pp | 84.6%-6.0pp | 68.7%+9.9pp |
| Annual return | -0.73% | 0.37%-1.1pp | 61.98%-62.7pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $1,063 | $3,485-69.5% | $5,564-80.9% | $2,203-51.7% |
| Participant deferral / active EE | $4,659 | $3,131+48.8% | $4,895-4.8% | $3,192+46.0% |
| Admin fee / account holder | $51 | $5,986-99.1% | $11,612-99.6% | $4,297-98.8% |