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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 | $18,829 | $138,102-86.4% | $125,381-85.0% | $134,532-86.0% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -19.77% | 750.73%-770.5pp | 572.31%-592.1pp | 418.27%-438.0pp |
| Employer contribution / active EE | $1,676 | $5,245-68.0% | $4,815-65.2% | $4,741-64.6% |
| Participant deferral / active EE | $4,142 | $7,801-46.9% | $7,448-44.4% | $6,401-35.3% |
| Admin fee / account holder | $228 | $11,568-98.0% | $10,007-97.7% | $11,429-98.0% |