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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 | $33,774 | $138,102-75.5% | $125,381-73.1% | $134,532-74.9% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -19.30% | 750.73%-770.0pp | 572.31%-591.6pp | 418.27%-437.6pp |
| Employer contribution / active EE | $2,395 | $5,245-54.3% | $4,815-50.3% | $4,741-49.5% |
| Participant deferral / active EE | $8,480 | $7,801+8.7% | $7,448+13.9% | $6,401+32.5% |
| Admin fee / account holder | $294 | $11,568-97.5% | $10,007-97.1% | $11,429-97.4% |