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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 | $54,285 | $92,684-41.4% | $82,706-34.4% | $134,509-59.6% |
| Participation rate | 88.2% | 75.2%+13.0pp | 72.6%+15.7pp | 81.2%+7.0pp |
| Annual return | -19.54% | 945.84%-965.4pp | 701.76%-721.3pp | 418.13%-437.7pp |
| Employer contribution / active EE | $1,936 | $3,272-40.8% | $3,007-35.6% | $4,741-59.2% |
| Participant deferral / active EE | $2,426 | $4,800-49.5% | $4,394-44.8% | $6,400-62.1% |
| Admin fee / account holder | $226 | $5,982-96.2% | $5,329-95.8% | $11,427-98.0% |