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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 | $17,744 | $99,647-82.2% | $86,439-79.5% | $134,509-86.8% |
| Participation rate | 75.0% | 82.1%-7.1pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -12.68% | 6784.13%-6796.8pp | 4395.55%-4408.2pp | 418.13%-430.8pp |
| Employer contribution / active EE | $969 | $4,401-78.0% | $3,769-74.3% | $4,741-79.6% |
| Participant deferral / active EE | $2,563 | $7,246-64.6% | $6,952-63.1% | $6,400-60.0% |
| Admin fee / account holder | $284 | $8,373-96.6% | $6,732-95.8% | $11,427-97.5% |