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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 | $26,488 | $138,102-80.8% | $125,381-78.9% | $134,532-80.3% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -19.04% | 750.73%-769.8pp | 572.31%-591.4pp | 418.27%-437.3pp |
| Employer contribution / active EE | $1,238 | $5,245-76.4% | $4,815-74.3% | $4,741-73.9% |
| Participant deferral / active EE | $5,353 | $7,801-31.4% | $7,448-28.1% | $6,401-16.4% |
| Admin fee / account holder | $230 | $11,568-98.0% | $10,007-97.7% | $11,429-98.0% |