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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 | $20,649 | $99,668-79.3% | $86,451-76.1% | $134,545-84.7% |
| Participation rate | 75.0% | 82.1%-7.1pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -14.78% | 6789.61%-6804.4pp | 4398.51%-4413.3pp | 418.37%-433.2pp |
| Employer contribution / active EE | $577 | $4,403-86.9% | $3,770-84.7% | $4,742-87.8% |
| Participant deferral / active EE | $5,725 | $7,249-21.0% | $6,953-17.7% | $6,401-10.6% |
| Admin fee / account holder | $83 | $8,377-99.0% | $6,734-98.8% | $11,431-99.3% |