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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 | $17,569 | $104,106-83.1% | $71,086-75.3% | $135,379-87.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -8.85% | 1256.30%-1265.1pp | 650.59%-659.4pp | 519.79%-528.6pp |
| Employer contribution / active EE | $789 | $1,485-46.8% | $1,088-27.4% | $4,779-83.5% |
| Participant deferral / active EE | $3,503 | $2,527+38.6% | $1,874+86.9% | $5,609-37.6% |
| Admin fee / account holder | $281 | $4,142-93.2% | $3,082-90.9% | $10,828-97.4% |