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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 | $41,042 | $138,075-70.3% | $123,552-66.8% | $135,379-69.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.09% | 153.70%-160.8pp | 119.20%-126.3pp | 519.79%-526.9pp |
| Employer contribution / active EE | $1,820 | $5,152-64.7% | $4,628-60.7% | $4,779-61.9% |
| Participant deferral / active EE | $3,023 | $6,800-55.5% | $6,426-53.0% | $5,609-46.1% |
| Admin fee / account holder | $143 | $10,917-98.7% | $9,285-98.5% | $10,828-98.7% |