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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 | $20,514 | $97,729-79.0% | $83,830-75.5% | $135,379-84.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.30% | 1287.52%-1296.8pp | 850.97%-860.3pp | 519.79%-529.1pp |
| Employer contribution / active EE | $2,875 | $4,222-31.9% | $3,631-20.8% | $4,779-39.8% |
| Participant deferral / active EE | $6,069 | $4,683+29.6% | $4,082+48.7% | $5,609+8.2% |
| Admin fee / account holder | $287 | $6,674-95.7% | $5,479-94.8% | $10,828-97.3% |