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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 | $25,249 | $138,102-81.7% | $125,381-79.9% | $134,532-81.2% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -15.82% | 750.73%-766.5pp | 572.31%-588.1pp | 418.27%-434.1pp |
| Employer contribution / active EE | $2,484 | $5,245-52.6% | $4,815-48.4% | $4,741-47.6% |
| Participant deferral / active EE | $5,933 | $7,801-23.9% | $7,448-20.3% | $6,401-7.3% |
| Admin fee / account holder | $9 | $11,568-99.9% | $10,007-99.9% | $11,429-99.9% |