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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 | $29,707 | $138,114-78.5% | $125,391-76.3% | $134,545-77.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.28% | 750.88%-768.2pp | 572.41%-589.7pp | 418.37%-435.7pp |
| Employer contribution / active EE | $3,497 | $5,246-33.3% | $4,816-27.4% | $4,742-26.2% |
| Participant deferral / active EE | $4,155 | $7,801-46.7% | $7,448-44.2% | $6,401-35.1% |
| Admin fee / account holder | $120 | $11,570-99.0% | $10,009-98.8% | $11,431-99.0% |