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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 | $26,440 | $92,684-71.5% | $82,706-68.0% | $134,509-80.3% |
| Participation rate | 72.7% | 75.2%-2.5pp | 72.6%+0.2pp | 81.2%-8.5pp |
| Annual return | -15.70% | 945.84%-961.5pp | 701.76%-717.5pp | 418.13%-433.8pp |
| Employer contribution / active EE | $718 | $3,272-78.1% | $3,007-76.1% | $4,741-84.9% |
| Participant deferral / active EE | $2,078 | $4,800-56.7% | $4,394-52.7% | $6,400-67.5% |
| Admin fee / account holder | $229 | $5,982-96.2% | $5,329-95.7% | $11,427-98.0% |