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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 | $31,667 | $78,694-59.8% | $67,652-53.2% | $125,389-74.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -0.28% | 9.46%-9.7pp | 6625.40%-6625.7pp | 282.24%-282.5pp |
| Employer contribution / active EE | $1,214 | $3,044-60.1% | $2,266-46.4% | $4,866-75.0% |
| Participant deferral / active EE | $2,734 | $4,292-36.3% | $3,560-23.2% | $5,352-48.9% |
| Admin fee / account holder | $107 | $7,403-98.6% | $4,821-97.8% | $9,541-98.9% |