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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 | $31,558 | $138,114-77.2% | $125,391-74.8% | $134,545-76.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.19% | 750.88%-768.1pp | 572.41%-589.6pp | 418.37%-435.6pp |
| Employer contribution / active EE | $1,464 | $5,246-72.1% | $4,816-69.6% | $4,742-69.1% |
| Participant deferral / active EE | $3,366 | $7,801-56.9% | $7,448-54.8% | $6,401-47.4% |
| Admin fee / account holder | $131 | $11,570-98.9% | $10,009-98.7% | $11,431-98.8% |