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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 | $42,904 | $138,102-68.9% | $125,381-65.8% | $134,532-68.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.29% | 750.73%-769.0pp | 572.31%-590.6pp | 418.27%-436.6pp |
| Employer contribution / active EE | $2,585 | $5,245-50.7% | $4,815-46.3% | $4,741-45.5% |
| Participant deferral / active EE | $4,297 | $7,801-44.9% | $7,448-42.3% | $6,401-32.9% |
| Admin fee / account holder | $30 | $11,568-99.7% | $10,007-99.7% | $11,429-99.7% |