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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 | $32,391 | $138,114-76.5% | $125,391-74.2% | $134,545-75.9% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -18.07% | 750.88%-769.0pp | 572.41%-590.5pp | 418.37%-436.4pp |
| Employer contribution / active EE | $6,342 | $5,246+20.9% | $4,816+31.7% | $4,742+33.8% |
| Participant deferral / active EE | $4,136 | $7,801-47.0% | $7,448-44.5% | $6,401-35.4% |
| Admin fee / account holder | $218 | $11,570-98.1% | $10,009-97.8% | $11,431-98.1% |