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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 | $20,632 | $90,617-77.2% | $79,476-74.0% | $135,382-84.8% |
| Participation rate | 70.0% | 76.1%-6.1pp | 73.3%-3.3pp | 82.6%-12.6pp |
| Annual return | -8.17% | 977.57%-985.7pp | 718.21%-726.4pp | 519.77%-527.9pp |
| Employer contribution / active EE | $578 | $3,068-81.2% | $2,800-79.4% | $4,779-87.9% |
| Participant deferral / active EE | $1,611 | $4,050-60.2% | $3,704-56.5% | $5,609-71.3% |
| Admin fee / account holder | $51 | $5,907-99.1% | $5,113-99.0% | $10,829-99.5% |