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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 | $33,133 | $138,114-76.0% | $125,391-73.6% | $134,545-75.4% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -6.62% | 750.88%-757.5pp | 572.41%-579.0pp | 418.37%-425.0pp |
| Employer contribution / active EE | $1,663 | $5,246-68.3% | $4,816-65.5% | $4,742-64.9% |
| Participant deferral / active EE | $7,171 | $7,801-8.1% | $7,448-3.7% | $6,401+12.0% |
| Admin fee / account holder | $24 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |