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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 | $48,226 | $78,694-38.7% | $67,653-28.7% | $125,388-61.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -0.58% | 9.46%-10.0pp | 6625.22%-6625.8pp | 282.24%-282.8pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,059 | $4,292-28.7% | $3,560-14.1% | $5,352-42.8% |
| Admin fee / account holder | $197 | $7,403-97.3% | $4,821-95.9% | $9,541-97.9% |