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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 | $23,277 | $138,076-83.1% | $123,553-81.2% | $135,380-82.8% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -8.55% | 153.70%-162.3pp | 119.21%-127.8pp | 519.81%-528.4pp |
| Employer contribution / active EE | $1,555 | $5,152-69.8% | $4,628-66.4% | $4,779-67.5% |
| Participant deferral / active EE | $3,671 | $6,800-46.0% | $6,426-42.9% | $5,609-34.5% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |