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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 | $32,184 | $75,962-57.6% | $154,108-79.1% | $64,173-49.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -2.99% | 30.32%-33.3pp | 735.21%-738.2pp | 7.63%-10.6pp |
| Employer contribution / active EE | $4,829 | $3,350+44.2% | $5,298-8.8% | $2,381+102.8% |
| Participant deferral / active EE | $2,713 | $3,175-14.6% | $5,081-46.6% | $3,470-21.8% |
| Admin fee / account holder | $4 | $5,589-99.9% | $13,411-100.0% | $4,887-99.9% |