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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 | $46,864 | $27,632+69.6% | $61,399-23.7% | $68,495-31.6% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -9.92% | -13.24%+3.3pp | 338.81%-348.7pp | -7.84%-2.1pp |
| Employer contribution / active EE | $1,940 | $696+178.8% | $1,159+67.3% | $2,596-25.3% |
| Participant deferral / active EE | $6,488 | $1,264+413.4% | $2,124+205.4% | $4,028+61.1% |
| Admin fee / account holder | $26 | $2,010-98.7% | $2,131-98.8% | $5,403-99.5% |