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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 | $18,835 | $138,114-86.4% | $125,391-85.0% | $134,545-86.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.17% | 750.88%-771.1pp | 572.41%-592.6pp | 418.37%-438.5pp |
| Employer contribution / active EE | $3,252 | $5,246-38.0% | $4,816-32.5% | $4,742-31.4% |
| Participant deferral / active EE | $5,077 | $7,801-34.9% | $7,448-31.8% | $6,401-20.7% |
| Admin fee / account holder | $78 | $11,570-99.3% | $10,009-99.2% | $11,431-99.3% |