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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 | $23,613 | $97,729-75.8% | $83,830-71.8% | $135,379-82.6% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -6.82% | 1287.52%-1294.3pp | 850.97%-857.8pp | 519.79%-526.6pp |
| Employer contribution / active EE | $1,754 | $4,222-58.5% | $3,631-51.7% | $4,779-63.3% |
| Participant deferral / active EE | $4,728 | $4,683+1.0% | $4,082+15.8% | $5,609-15.7% |
| Admin fee / account holder | $29 | $6,674-99.6% | $5,479-99.5% | $10,828-99.7% |