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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 | $44,539 | $138,076-67.7% | $123,553-64.0% | $135,380-67.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.46% | 153.70%-158.2pp | 119.21%-123.7pp | 519.81%-524.3pp |
| Employer contribution / active EE | $1,205 | $5,152-76.6% | $4,628-74.0% | $4,779-74.8% |
| Participant deferral / active EE | $4,823 | $6,800-29.1% | $6,426-24.9% | $5,609-14.0% |
| Admin fee / account holder | $58 | $10,917-99.5% | $9,284-99.4% | $10,828-99.5% |