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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 | $28,774 | $138,078-79.2% | $125,363-77.0% | $134,509-78.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.31% | 750.49%-770.8pp | 572.15%-592.5pp | 418.13%-438.4pp |
| Employer contribution / active EE | $2,813 | $5,245-46.4% | $4,815-41.6% | $4,741-40.7% |
| Participant deferral / active EE | $8,479 | $7,800+8.7% | $7,447+13.8% | $6,400+32.5% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |