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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 | $88,101 | $106,557-17.3% | $91,227-3.4% | $134,545-34.5% |
| Participation rate | 72.2% | 76.8%-4.6pp | 73.2%-1.0pp | 81.2%-9.0pp |
| Annual return | -18.25% | 160.81%-179.1pp | 114.14%-132.4pp | 418.37%-436.6pp |
| Employer contribution / active EE | $871 | $3,332-73.9% | $2,851-69.5% | $4,742-81.6% |
| Participant deferral / active EE | $1,830 | $4,719-61.2% | $4,234-56.8% | $6,401-71.4% |
| Admin fee / account holder | $21 | $6,235-99.7% | $5,423-99.6% | $11,431-99.8% |