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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 | $22,847 | $106,549-78.6% | $91,225-75.0% | $134,509-83.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -18.31% | 160.73%-179.0pp | 114.10%-132.4pp | 418.13%-436.4pp |
| Employer contribution / active EE | $3,064 | $3,331-8.0% | $2,851+7.5% | $4,741-35.4% |
| Participant deferral / active EE | $6,179 | $4,719+30.9% | $4,234+45.9% | $6,400-3.5% |
| Admin fee / account holder | $220 | $6,234-96.5% | $5,422-95.9% | $11,427-98.1% |