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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 | $32,526 | $56,682-42.6% | - | $135,379-76.0% |
| Participation rate | 100.0% | 68.0%+32.0pp | - | 82.6%+17.4pp |
| Annual return | -4.45% | 2615.76%-2620.2pp | - | 519.79%-524.2pp |
| Employer contribution / active EE | $1,276 | $2,734-53.3% | - | $4,779-73.3% |
| Participant deferral / active EE | $13,734 | $3,704+270.8% | - | $5,609+144.8% |
| Admin fee / account holder | $116 | $1,580-92.7% | - | $10,828-98.9% |