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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 | $19,560 | $190,862-89.8% | $159,991-87.8% | $134,509-85.5% |
| Participation rate | 72.7% | 82.0%-9.2pp | 78.0%-5.2pp | 81.2%-8.5pp |
| Annual return | -20.20% | 552.59%-572.8pp | 408.82%-429.0pp | 418.13%-438.3pp |
| Employer contribution / active EE | $3,049 | $4,995-39.0% | $4,225-27.8% | $4,741-35.7% |
| Participant deferral / active EE | $4,121 | $6,924-40.5% | $6,183-33.3% | $6,400-35.6% |
| Admin fee / account holder | $84 | $10,495-99.2% | $8,715-99.0% | $11,427-99.3% |