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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 | $20,187 | $99,647-79.7% | $86,439-76.6% | $134,509-85.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.02% | 6784.13%-6802.2pp | 4395.55%-4413.6pp | 418.13%-436.2pp |
| Employer contribution / active EE | $2,370 | $4,401-46.2% | $3,769-37.1% | $4,741-50.0% |
| Participant deferral / active EE | $5,943 | $7,246-18.0% | $6,952-14.5% | $6,400-7.1% |
| Admin fee / account holder | $178 | $8,373-97.9% | $6,732-97.4% | $11,427-98.4% |