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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 | $22,023 | $97,729-77.5% | $83,830-73.7% | $135,379-83.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.79% | 1287.52%-1296.3pp | 850.97%-859.8pp | 519.79%-528.6pp |
| Employer contribution / active EE | $3,307 | $4,222-21.7% | $3,631-8.9% | $4,779-30.8% |
| Participant deferral / active EE | $5,940 | $4,683+26.9% | $4,082+45.5% | $5,609+5.9% |
| Admin fee / account holder | $14 | $6,674-99.8% | $5,479-99.7% | $10,828-99.9% |