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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 | $19,045 | $104,924-81.8% | $84,623-77.5% | $152,885-87.5% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.5%-7.5pp |
| Annual return | 0.00% | 373.82%-373.8pp | 258.77%-258.8pp | 345.39%-345.4pp |
| Employer contribution / active EE | $1,434 | $3,302-56.6% | $2,652-45.9% | $4,763-69.9% |
| Participant deferral / active EE | $1,843 | $4,689-60.7% | $3,899-52.7% | $5,851-68.5% |
| Admin fee / account holder | $14 | $6,242-99.8% | $4,913-99.7% | $11,598-99.9% |