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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 | $19,267 | $117,623-83.6% | $71,702-73.1% | $134,509-85.7% |
| Participation rate | 71.4% | 68.9%+2.6pp | 62.3%+9.1pp | 81.2%-9.8pp |
| Annual return | -14.75% | 25.44%-40.2pp | 9.14%-23.9pp | 418.13%-432.9pp |
| Employer contribution / active EE | $6,600 | $2,525+161.4% | $1,704+287.3% | $4,741+39.2% |
| Participant deferral / active EE | $3,254 | $3,759-13.4% | $2,658+22.4% | $6,400-49.2% |
| Admin fee / account holder | $275 | $6,379-95.7% | $3,974-93.1% | $11,427-97.6% |