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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 | $16,925 | $92,743-81.8% | $82,744-79.5% | $134,532-87.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.28% | 946.63%-962.9pp | 702.22%-718.5pp | 418.27%-434.5pp |
| Employer contribution / active EE | $1,601 | $3,273-51.1% | $3,008-46.8% | $4,741-66.2% |
| Participant deferral / active EE | $3,411 | $4,802-29.0% | $4,395-22.4% | $6,401-46.7% |
| Admin fee / account holder | $55 | $5,977-99.1% | $5,325-99.0% | $11,429-99.5% |