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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 | $52,264 | $95,975-45.5% | $74,549-29.9% | $135,379-61.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.59% | 56.96%-63.6pp | 32.53%-39.1pp | 519.79%-526.4pp |
| Employer contribution / active EE | $1,098 | $2,716-59.6% | $1,961-44.0% | $4,779-77.0% |
| Participant deferral / active EE | $12,497 | $3,844+225.2% | $3,108+302.1% | $5,609+122.8% |
| Admin fee / account holder | $15 | $6,522-99.8% | $5,059-99.7% | $10,828-99.9% |