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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 | $63,335 | $75,962-16.6% | $154,108-58.9% | $64,173-1.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.83% | 30.32%-38.1pp | 735.21%-743.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,824 | $3,350-45.6% | $5,298-65.6% | $2,381-23.4% |
| Participant deferral / active EE | $5,510 | $3,175+73.6% | $5,081+8.5% | $3,470+58.8% |
| Admin fee / account holder | $0 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |