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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 | $22,340 | $84,551-73.6% | $61,452-63.6% | $134,532-83.4% |
| Participation rate | 83.3% | 62.2%+21.1pp | 52.6%+30.8pp | 81.2%+2.1pp |
| Annual return | -18.83% | 585.39%-604.2pp | 338.96%-357.8pp | 418.27%-437.1pp |
| Employer contribution / active EE | $196 | $1,545-87.3% | $1,160-83.1% | $4,741-95.9% |
| Participant deferral / active EE | $3,138 | $2,818+11.3% | $2,125+47.7% | $6,401-51.0% |
| Admin fee / account holder | $266 | $2,587-89.7% | $2,131-87.5% | $11,429-97.7% |