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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 | $29,147 | $138,072-78.9% | $123,549-76.4% | $135,382-78.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.00% | 153.69%-156.7pp | 119.20%-122.2pp | 519.77%-522.8pp |
| Employer contribution / active EE | $3,251 | $5,152-36.9% | $4,628-29.8% | $4,779-32.0% |
| Participant deferral / active EE | $3,366 | $6,799-50.5% | $6,426-47.6% | $5,609-40.0% |
| Admin fee / account holder | $80 | $10,917-99.3% | $9,284-99.1% | $10,829-99.3% |