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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 | $55,886 | $97,761-42.8% | $83,850-33.4% | $135,382-58.7% |
| Participation rate | 92.3% | 80.0%+12.4pp | 76.1%+16.2pp | 82.6%+9.7pp |
| Annual return | -8.95% | 1287.44%-1296.4pp | 850.92%-859.9pp | 519.77%-528.7pp |
| Employer contribution / active EE | $2,051 | $4,222-51.4% | $3,631-43.5% | $4,779-57.1% |
| Participant deferral / active EE | $8,523 | $4,682+82.0% | $4,082+108.8% | $5,609+51.9% |
| Admin fee / account holder | $117 | $6,674-98.2% | $5,478-97.9% | $10,829-98.9% |