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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 | $13,784 | $84,551-83.7% | $61,452-77.6% | $134,532-89.8% |
| Participation rate | 71.4% | 62.2%+9.2pp | 52.6%+18.9pp | 81.2%-9.8pp |
| Annual return | -6.59% | 585.39%-592.0pp | 338.96%-345.5pp | 418.27%-424.9pp |
| Employer contribution / active EE | $3,262 | $1,545+111.1% | $1,160+181.3% | $4,741-31.2% |
| Participant deferral / active EE | $2,101 | $2,818-25.5% | $2,125-1.1% | $6,401-67.2% |
| Admin fee / account holder | $189 | $2,587-92.7% | $2,131-91.1% | $11,429-98.3% |