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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 | $24,716 | $138,075-82.1% | $123,552-80.0% | $135,379-81.7% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -7.18% | 153.70%-160.9pp | 119.20%-126.4pp | 519.79%-527.0pp |
| Employer contribution / active EE | $907 | $5,152-82.4% | $4,628-80.4% | $4,779-81.0% |
| Participant deferral / active EE | $2,509 | $6,800-63.1% | $6,426-61.0% | $5,609-55.3% |
| Admin fee / account holder | $254 | $10,917-97.7% | $9,285-97.3% | $10,828-97.7% |