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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 | $26,500 | $90,320-70.7% | $59,496-55.5% | $125,389-78.9% |
| Participation rate | 92.9% | 68.3%+24.6pp | 54.6%+38.3pp | 83.2%+9.7pp |
| Annual return | -2.60% | 369.13%-371.7pp | 182.05%-184.6pp | 282.24%-284.8pp |
| Employer contribution / active EE | $2,672 | $1,792+49.1% | $1,153+131.8% | $4,866-45.1% |
| Participant deferral / active EE | $4,800 | $2,716+76.7% | $1,829+162.4% | $5,352-10.3% |
| Admin fee / account holder | $61 | $3,063-98.0% | $2,232-97.3% | $9,541-99.4% |