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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 | $19,913 | $95,975-79.3% | $74,549-73.3% | $135,379-85.3% |
| Participation rate | 93.3% | 75.7%+17.7pp | 69.1%+24.2pp | 82.6%+10.7pp |
| Annual return | -0.43% | 56.96%-57.4pp | 32.53%-33.0pp | 519.79%-520.2pp |
| Employer contribution / active EE | $640 | $2,716-76.4% | $1,961-67.4% | $4,779-86.6% |
| Participant deferral / active EE | $3,382 | $3,844-12.0% | $3,108+8.8% | $5,609-39.7% |
| Admin fee / account holder | $76 | $6,522-98.8% | $5,059-98.5% | $10,828-99.3% |