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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 | $31,922 | $133,981-76.2% | $112,249-71.6% | $134,532-76.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -10.97% | 47.16%-58.1pp | 27.48%-38.5pp | 418.27%-429.2pp |
| Employer contribution / active EE | $1,008 | $4,040-75.0% | $3,636-72.3% | $4,741-78.7% |
| Participant deferral / active EE | $3,338 | $5,292-36.9% | $4,729-29.4% | $6,401-47.9% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |