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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 | $21,748 | $93,098-76.6% | $77,081-71.8% | $134,509-83.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.19% | 62.63%-79.8pp | 42.33%-59.5pp | 418.13%-435.3pp |
| Employer contribution / active EE | $1,355 | $3,419-60.4% | $2,813-51.8% | $4,741-71.4% |
| Participant deferral / active EE | $4,722 | $5,239-9.9% | $4,428+6.6% | $6,400-26.2% |
| Admin fee / account holder | $166 | $6,945-97.6% | $5,427-96.9% | $11,427-98.5% |