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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 | $23,271 | $84,628-72.5% | $61,501-62.2% | $134,545-82.7% |
| Participation rate | 91.7% | 62.2%+29.5pp | 52.6%+39.1pp | 81.2%+10.4pp |
| Annual return | -9.44% | 585.61%-595.0pp | 339.04%-348.5pp | 418.37%-427.8pp |
| Employer contribution / active EE | $724 | $1,545-53.1% | $1,160-37.6% | $4,742-84.7% |
| Participant deferral / active EE | $3,533 | $2,819+25.3% | $2,125+66.3% | $6,401-44.8% |
| Admin fee / account holder | $272 | $2,587-89.5% | $2,132-87.3% | $11,431-97.6% |