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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 | $21,936 | $75,832-71.1% | $147,617-85.1% | $59,633-63.2% |
| Participation rate | 94.7% | 71.6%+23.2pp | 84.6%+10.1pp | 68.7%+26.1pp |
| Annual return | -2.22% | 0.37%-2.6pp | 61.98%-64.2pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $1,892 | $3,485-45.7% | $5,564-66.0% | $2,203-14.1% |
| Participant deferral / active EE | $2,901 | $3,131-7.3% | $4,895-40.7% | $3,192-9.1% |
| Admin fee / account holder | $121 | $5,986-98.0% | $11,612-99.0% | $4,297-97.2% |