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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 | $17,669 | $138,114-87.2% | $125,391-85.9% | $134,545-86.9% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -19.72% | 750.88%-770.6pp | 572.41%-592.1pp | 418.37%-438.1pp |
| Employer contribution / active EE | $2,170 | $5,246-58.6% | $4,816-54.9% | $4,742-54.2% |
| Participant deferral / active EE | $3,758 | $7,801-51.8% | $7,448-49.6% | $6,401-41.3% |
| Admin fee / account holder | $147 | $11,570-98.7% | $10,009-98.5% | $11,431-98.7% |