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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 | $26,000 | $56,197-53.7% | $67,652-61.6% | $59,633-56.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -2.17% | 18508.10%-18510.3pp | 6625.40%-6627.6pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $1,145 | $1,615-29.1% | $2,266-49.5% | $2,203-48.0% |
| Participant deferral / active EE | $1,725 | $2,844-39.4% | $3,560-51.6% | $3,192-46.0% |
| Admin fee / account holder | $213 | $3,958-94.6% | $4,821-95.6% | $4,297-95.0% |