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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 | $23,304 | $106,557-78.1% | $91,227-74.5% | $134,545-82.7% |
| Participation rate | 72.7% | 76.8%-4.1pp | 73.2%-0.5pp | 81.2%-8.5pp |
| Annual return | -15.88% | 160.81%-176.7pp | 114.14%-130.0pp | 418.37%-434.2pp |
| Employer contribution / active EE | $1,664 | $3,332-50.1% | $2,851-41.6% | $4,742-64.9% |
| Participant deferral / active EE | $8,301 | $4,719+75.9% | $4,234+96.1% | $6,401+29.7% |
| Admin fee / account holder | $117 | $6,235-98.1% | $5,423-97.8% | $11,431-99.0% |