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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 | $54,939 | $27,639+98.8% | $61,501-10.7% | $68,490-19.8% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -5.93% | -13.19%+7.3pp | 339.04%-345.0pp | -7.85%+1.9pp |
| Employer contribution / active EE | $226 | $696-67.6% | $1,160-80.6% | $2,597-91.3% |
| Participant deferral / active EE | $401 | $1,264-68.3% | $2,125-81.1% | $4,028-90.0% |
| Admin fee / account holder | $0 | $2,012-100.0% | $2,132-100.0% | $5,403-100.0% |