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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 | $30,087 | $82,630-63.6% | $64,105-53.1% | $125,389-76.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -1.33% | 1489.72%-1491.1pp | 791.24%-792.6pp | 282.24%-283.6pp |
| Employer contribution / active EE | $725 | $2,671-72.9% | $1,820-60.2% | $4,866-85.1% |
| Participant deferral / active EE | $910 | $3,608-74.8% | $2,822-67.7% | $5,352-83.0% |
| Admin fee / account holder | $51 | $6,382-99.2% | $4,499-98.9% | $9,541-99.5% |