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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 | $32,794 | $138,114-76.3% | $125,391-73.8% | $134,545-75.6% |
| Participation rate | 90.5% | 84.5%+6.0pp | 82.4%+8.1pp | 81.2%+9.2pp |
| Annual return | -10.56% | 750.88%-761.4pp | 572.41%-583.0pp | 418.37%-428.9pp |
| Employer contribution / active EE | $3,273 | $5,246-37.6% | $4,816-32.0% | $4,742-31.0% |
| Participant deferral / active EE | $7,569 | $7,801-3.0% | $7,448+1.6% | $6,401+18.2% |
| Admin fee / account holder | $157 | $11,570-98.6% | $10,009-98.4% | $11,431-98.6% |