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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 | $34,438 | $78,694-56.2% | $67,652-49.1% | $125,389-72.5% |
| Participation rate | 93.8% | 78.8%+14.9pp | 75.7%+18.1pp | 83.2%+10.6pp |
| Annual return | -2.50% | 9.46%-12.0pp | 6625.40%-6627.9pp | 282.24%-284.7pp |
| Employer contribution / active EE | $941 | $3,044-69.1% | $2,266-58.5% | $4,866-80.7% |
| Participant deferral / active EE | $1,797 | $4,292-58.1% | $3,560-49.5% | $5,352-66.4% |
| Admin fee / account holder | $81 | $7,403-98.9% | $4,821-98.3% | $9,541-99.2% |