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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 | $21,495 | $106,551-79.8% | $91,225-76.4% | $134,532-84.0% |
| Participation rate | 90.0% | 76.8%+13.2pp | 73.2%+16.8pp | 81.2%+8.8pp |
| Annual return | -16.32% | 160.78%-177.1pp | 114.12%-130.4pp | 418.27%-434.6pp |
| Employer contribution / active EE | $2,378 | $3,331-28.6% | $2,851-16.6% | $4,741-49.8% |
| Participant deferral / active EE | $7,396 | $4,718+56.8% | $4,233+74.7% | $6,401+15.6% |
| Admin fee / account holder | $58 | $6,234-99.1% | $5,422-98.9% | $11,429-99.5% |