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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 | $26,105 | $138,102-81.1% | $125,381-79.2% | $134,532-80.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.54% | 750.73%-771.3pp | 572.31%-592.8pp | 418.27%-438.8pp |
| Employer contribution / active EE | $1,450 | $5,245-72.4% | $4,815-69.9% | $4,741-69.4% |
| Participant deferral / active EE | $9,172 | $7,801+17.6% | $7,448+23.2% | $6,401+43.3% |
| Admin fee / account holder | $271 | $11,568-97.7% | $10,007-97.3% | $11,429-97.6% |