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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 | $24,276 | $138,102-82.4% | $125,381-80.6% | $134,532-82.0% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -17.32% | 750.73%-768.0pp | 572.31%-589.6pp | 418.27%-435.6pp |
| Employer contribution / active EE | $2,236 | $5,245-57.4% | $4,815-53.6% | $4,741-52.8% |
| Participant deferral / active EE | $3,400 | $7,801-56.4% | $7,448-54.3% | $6,401-46.9% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |