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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 | $23,460 | $67,396-65.2% | $60,919-61.5% | $134,545-82.6% |
| Participation rate | 92.9% | 76.2%+16.7pp | 73.1%+19.8pp | 81.2%+11.6pp |
| Annual return | -19.60% | 50.12%-69.7pp | 16.96%-36.6pp | 418.37%-438.0pp |
| Employer contribution / active EE | $3,407 | $3,101+9.9% | $2,704+26.0% | $4,742-28.1% |
| Participant deferral / active EE | $5,063 | $4,534+11.7% | $3,814+32.7% | $6,401-20.9% |
| Admin fee / account holder | $0 | $4,590-100.0% | $3,228-100.0% | $11,431-100.0% |