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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 | $63,445 | $138,102-54.1% | $125,381-49.4% | $134,532-52.8% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -20.44% | 750.73%-771.2pp | 572.31%-592.7pp | 418.27%-438.7pp |
| Employer contribution / active EE | $1,765 | $5,245-66.4% | $4,815-63.3% | $4,741-62.8% |
| Participant deferral / active EE | $4,743 | $7,801-39.2% | $7,448-36.3% | $6,401-25.9% |
| Admin fee / account holder | $10 | $11,568-99.9% | $10,007-99.9% | $11,429-99.9% |