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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 | $39,012 | $138,102-71.8% | $125,381-68.9% | $134,532-71.0% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -16.09% | 750.73%-766.8pp | 572.31%-588.4pp | 418.27%-434.4pp |
| Employer contribution / active EE | $2,415 | $5,245-54.0% | $4,815-49.9% | $4,741-49.1% |
| Participant deferral / active EE | $8,619 | $7,801+10.5% | $7,448+15.7% | $6,401+34.6% |
| Admin fee / account holder | $34 | $11,568-99.7% | $10,007-99.7% | $11,429-99.7% |