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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 | $45,169 | $138,075-67.3% | $123,552-63.4% | $135,379-66.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.10% | 153.70%-160.8pp | 119.20%-126.3pp | 519.79%-526.9pp |
| Employer contribution / active EE | $905 | $5,152-82.4% | $4,628-80.4% | $4,779-81.1% |
| Participant deferral / active EE | $2,773 | $6,800-59.2% | $6,426-56.9% | $5,609-50.6% |
| Admin fee / account holder | $15 | $10,917-99.9% | $9,285-99.8% | $10,828-99.9% |