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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 | $52,139 | $82,678-36.9% | $125,391-58.4% | $68,490-23.9% |
| Participation rate | 98.0% | 75.1%+22.9pp | 82.4%+15.6pp | 67.9%+30.1pp |
| Annual return | -2.73% | -5.97%+3.2pp | 572.41%-575.1pp | -7.85%+5.1pp |
| Employer contribution / active EE | $4,800 | $3,382+41.9% | $4,816-0.3% | $2,597+84.8% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $103 | $6,277-98.4% | $10,009-99.0% | $5,403-98.1% |