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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 | $25,001 | $138,114-81.9% | $125,391-80.1% | $134,545-81.4% |
| Participation rate | 76.9% | 84.5%-7.6pp | 82.4%-5.5pp | 81.2%-4.3pp |
| Annual return | -18.94% | 750.88%-769.8pp | 572.41%-591.4pp | 418.37%-437.3pp |
| Employer contribution / active EE | $2,335 | $5,246-55.5% | $4,816-51.5% | $4,742-50.7% |
| Participant deferral / active EE | $4,604 | $7,801-41.0% | $7,448-38.2% | $6,401-28.1% |
| Admin fee / account holder | $10 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |