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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 | $56,423 | $180,462-68.7% | $154,111-63.4% | $135,379-58.3% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -8.00% | 888.17%-896.2pp | 735.18%-743.2pp | 519.79%-527.8pp |
| Employer contribution / active EE | $1,386 | $6,036-77.0% | $5,298-73.8% | $4,779-71.0% |
| Participant deferral / active EE | $4,924 | $5,806-15.2% | $5,081-3.1% | $5,609-12.2% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |