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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 | $31,534 | $90,617-65.2% | $79,476-60.3% | $135,382-76.7% |
| Participation rate | 80.0% | 76.1%+3.9pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -3.85% | 977.57%-981.4pp | 718.21%-722.1pp | 519.77%-523.6pp |
| Employer contribution / active EE | $2,280 | $3,068-25.7% | $2,800-18.6% | $4,779-52.3% |
| Participant deferral / active EE | $1,276 | $4,050-68.5% | $3,704-65.5% | $5,609-77.2% |
| Admin fee / account holder | $22 | $5,907-99.6% | $5,113-99.6% | $10,829-99.8% |