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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 | $44,702 | $180,466-75.2% | $154,114-71.0% | $135,382-67.0% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -6.27% | 888.15%-894.4pp | 735.16%-741.4pp | 519.77%-526.0pp |
| Employer contribution / active EE | $3,866 | $6,035-35.9% | $5,298-27.0% | $4,779-19.1% |
| Participant deferral / active EE | $3,787 | $5,806-34.8% | $5,081-25.5% | $5,609-32.5% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |