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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 | $25,703 | $138,102-81.4% | $125,381-79.5% | $134,532-80.9% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -19.02% | 750.73%-769.7pp | 572.31%-591.3pp | 418.27%-437.3pp |
| Employer contribution / active EE | $2,102 | $5,245-59.9% | $4,815-56.3% | $4,741-55.7% |
| Participant deferral / active EE | $9,096 | $7,801+16.6% | $7,448+22.1% | $6,401+42.1% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |