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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 | $43,307 | $138,114-68.6% | $125,391-65.5% | $134,545-67.8% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -19.38% | 750.88%-770.3pp | 572.41%-591.8pp | 418.37%-437.8pp |
| Employer contribution / active EE | $1,481 | $5,246-71.8% | $4,816-69.2% | $4,742-68.8% |
| Participant deferral / active EE | $7,474 | $7,801-4.2% | $7,448+0.3% | $6,401+16.8% |
| Admin fee / account holder | $41 | $11,570-99.6% | $10,009-99.6% | $11,431-99.6% |