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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 | $16,317 | $99,644-83.6% | $86,438-81.1% | $134,532-87.9% |
| Participation rate | 85.7% | 82.1%+3.7pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -18.17% | 6787.26%-6805.4pp | 4397.19%-4415.4pp | 418.27%-436.4pp |
| Employer contribution / active EE | $1,874 | $4,402-57.4% | $3,769-50.3% | $4,741-60.5% |
| Participant deferral / active EE | $5,634 | $7,247-22.3% | $6,952-19.0% | $6,401-12.0% |
| Admin fee / account holder | $61 | $8,375-99.3% | $6,733-99.1% | $11,429-99.5% |