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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 | $22,261 | $97,732-77.2% | $83,831-73.4% | $135,380-83.6% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -7.37% | 1287.56%-1294.9pp | 850.99%-858.4pp | 519.81%-527.2pp |
| Employer contribution / active EE | $1,990 | $4,222-52.9% | $3,631-45.2% | $4,779-58.4% |
| Participant deferral / active EE | $4,581 | $4,683-2.2% | $4,082+12.2% | $5,609-18.3% |
| Admin fee / account holder | $263 | $6,675-96.1% | $5,479-95.2% | $10,828-97.6% |