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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 | $29,174 | $75,832-61.5% | $147,617-80.2% | $59,633-51.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.71% | 0.37%-2.1pp | 61.98%-63.7pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $1,490 | $3,485-57.3% | $5,564-73.2% | $2,203-32.4% |
| Participant deferral / active EE | $2,182 | $3,131-30.3% | $4,895-55.4% | $3,192-31.6% |
| Admin fee / account holder | $77 | $5,986-98.7% | $11,612-99.3% | $4,297-98.2% |