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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 | $24,895 | $138,114-82.0% | $125,391-80.1% | $134,545-81.5% |
| Participation rate | 95.5% | 84.5%+11.0pp | 82.4%+13.1pp | 81.2%+14.2pp |
| Annual return | -18.54% | 750.88%-769.4pp | 572.41%-591.0pp | 418.37%-436.9pp |
| Employer contribution / active EE | $2,758 | $5,246-47.4% | $4,816-42.7% | $4,742-41.8% |
| Participant deferral / active EE | $5,696 | $7,801-27.0% | $7,448-23.5% | $6,401-11.0% |
| Admin fee / account holder | $144 | $11,570-98.8% | $10,009-98.6% | $11,431-98.7% |