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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 | $30,682 | $90,320-66.0% | $59,496-48.4% | $125,389-75.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -3.03% | 369.13%-372.2pp | 182.05%-185.1pp | 282.24%-285.3pp |
| Employer contribution / active EE | $1,041 | $1,792-41.9% | $1,153-9.7% | $4,866-78.6% |
| Participant deferral / active EE | $1,706 | $2,716-37.2% | $1,829-6.7% | $5,352-68.1% |
| Admin fee / account holder | $238 | $3,063-92.2% | $2,232-89.3% | $9,541-97.5% |