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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 | $46,564 | $90,606-48.6% | $79,466-41.4% | $135,379-65.6% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -7.99% | 977.69%-985.7pp | 718.28%-726.3pp | 519.79%-527.8pp |
| Employer contribution / active EE | $1,434 | $3,068-53.2% | $2,800-48.8% | $4,779-70.0% |
| Participant deferral / active EE | $3,393 | $4,050-16.2% | $3,704-8.4% | $5,609-39.5% |
| Admin fee / account holder | $226 | $5,895-96.2% | $5,104-95.6% | $10,828-97.9% |