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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 | $27,590 | $138,114-80.0% | $125,391-78.0% | $134,545-79.5% |
| Participation rate | 87.0% | 84.5%+2.5pp | 82.4%+4.6pp | 81.2%+5.7pp |
| Annual return | -15.30% | 750.88%-766.2pp | 572.41%-587.7pp | 418.37%-433.7pp |
| Employer contribution / active EE | $1,834 | $5,246-65.0% | $4,816-61.9% | $4,742-61.3% |
| Participant deferral / active EE | $4,718 | $7,801-39.5% | $7,448-36.7% | $6,401-26.3% |
| Admin fee / account holder | $64 | $11,570-99.4% | $10,009-99.4% | $11,431-99.4% |