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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 | $22,950 | $99,647-77.0% | $86,439-73.5% | $134,509-82.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.46% | 6784.13%-6804.6pp | 4395.55%-4416.0pp | 418.13%-438.6pp |
| Employer contribution / active EE | $3,549 | $4,401-19.4% | $3,769-5.8% | $4,741-25.1% |
| Participant deferral / active EE | $5,901 | $7,246-18.6% | $6,952-15.1% | $6,400-7.8% |
| Admin fee / account holder | $84 | $8,373-99.0% | $6,732-98.8% | $11,427-99.3% |