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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 | $25,321 | $84,551-70.1% | $61,452-58.8% | $134,532-81.2% |
| Participation rate | 80.0% | 62.2%+17.8pp | 52.6%+27.4pp | 81.2%-1.2pp |
| Annual return | -16.48% | 585.39%-601.9pp | 338.96%-355.4pp | 418.27%-434.7pp |
| Employer contribution / active EE | $780 | $1,545-49.5% | $1,160-32.8% | $4,741-83.6% |
| Participant deferral / active EE | $5,004 | $2,818+77.6% | $2,125+135.5% | $6,401-21.8% |
| Admin fee / account holder | $211 | $2,587-91.9% | $2,131-90.1% | $11,429-98.2% |