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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 | $39,515 | $180,459-78.1% | $154,108-74.4% | $135,380-70.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.19% | 888.21%-895.4pp | 735.21%-742.4pp | 519.81%-527.0pp |
| Employer contribution / active EE | $1,981 | $6,035-67.2% | $5,298-62.6% | $4,779-58.5% |
| Participant deferral / active EE | $4,781 | $5,806-17.7% | $5,081-5.9% | $5,609-14.8% |
| Admin fee / account holder | $218 | $16,145-98.6% | $13,411-98.4% | $10,828-98.0% |