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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 | $32,240 | $138,075-76.7% | $123,552-73.9% | $135,379-76.2% |
| Participation rate | 70.0% | 84.7%-14.7pp | 82.3%-12.3pp | 82.6%-12.6pp |
| Annual return | -7.65% | 153.70%-161.4pp | 119.20%-126.9pp | 519.79%-527.4pp |
| Employer contribution / active EE | $907 | $5,152-82.4% | $4,628-80.4% | $4,779-81.0% |
| Participant deferral / active EE | $3,579 | $6,800-47.4% | $6,426-44.3% | $5,609-36.2% |
| Admin fee / account holder | $41 | $10,917-99.6% | $9,285-99.6% | $10,828-99.6% |