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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 | $15,563 | $48,274-67.8% | $63,517-75.5% | $59,632-73.9% |
| Participation rate | 86.5% | 66.3%+20.2pp | 71.0%+15.5pp | 68.7%+17.8pp |
| Annual return | -1.79% | -240.79%+239.0pp | -70.30%+68.5pp | 2041.32%-2043.1pp |
| Employer contribution / active EE | $1,172 | $1,586-26.1% | $2,322-49.5% | $2,203-46.8% |
| Participant deferral / active EE | $1,617 | $2,343-31.0% | $2,953-45.2% | $3,192-49.3% |
| Admin fee / account holder | $10 | $3,600-99.7% | $5,892-99.8% | $4,297-99.8% |