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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 | $29,468 | $90,617-67.5% | $79,476-62.9% | $135,382-78.2% |
| Participation rate | 75.0% | 76.1%-1.1pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -6.65% | 977.57%-984.2pp | 718.21%-724.9pp | 519.77%-526.4pp |
| Employer contribution / active EE | $798 | $3,068-74.0% | $2,800-71.5% | $4,779-83.3% |
| Participant deferral / active EE | $2,617 | $4,050-35.4% | $3,704-29.3% | $5,609-53.3% |
| Admin fee / account holder | $289 | $5,907-95.1% | $5,113-94.4% | $10,829-97.3% |