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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 | $44,032 | $91,537-51.9% | $130,045-66.1% | $75,173-41.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 19.00% | -631.55%+650.5pp | -137.30%+156.3pp | 160.72%-141.7pp |
| Employer contribution / active EE | $2,429 | $2,845-14.6% | $4,321-43.8% | $2,671-9.0% |
| Participant deferral / active EE | $3,661 | $4,343-15.7% | $5,820-37.1% | $4,126-11.3% |
| Admin fee / account holder | $202 | $6,780-97.0% | $10,600-98.1% | $5,651-96.4% |