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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 | $49,605 | $92,743-46.5% | $82,744-40.1% | $134,532-63.1% |
| Participation rate | 70.0% | 75.2%-5.2pp | 72.6%-2.6pp | 81.2%-11.2pp |
| Annual return | -18.60% | 946.63%-965.2pp | 702.22%-720.8pp | 418.27%-436.9pp |
| Employer contribution / active EE | $2,314 | $3,273-29.3% | $3,008-23.1% | $4,741-51.2% |
| Participant deferral / active EE | $6,414 | $4,802+33.6% | $4,395+46.0% | $6,401+0.2% |
| Admin fee / account holder | $210 | $5,977-96.5% | $5,325-96.1% | $11,429-98.2% |