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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 | $21,441 | $104,116-79.4% | $71,089-69.8% | $135,380-84.2% |
| Participation rate | 70.8% | 65.7%+5.2pp | 54.6%+16.2pp | 82.6%-11.8pp |
| Annual return | -10.22% | 1256.51%-1266.7pp | 650.65%-660.9pp | 519.81%-530.0pp |
| Employer contribution / active EE | $2,215 | $1,485+49.2% | $1,088+103.6% | $4,779-53.6% |
| Participant deferral / active EE | $3,690 | $2,524+46.2% | $1,873+97.1% | $5,609-34.2% |
| Admin fee / account holder | $297 | $4,142-92.8% | $3,082-90.4% | $10,828-97.3% |