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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 | $54,053 | $138,114-60.9% | $125,391-56.9% | $134,545-59.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.58% | 750.88%-767.5pp | 572.41%-589.0pp | 418.37%-434.9pp |
| Employer contribution / active EE | $3,494 | $5,246-33.4% | $4,816-27.4% | $4,742-26.3% |
| Participant deferral / active EE | $13,833 | $7,801+77.3% | $7,448+85.7% | $6,401+116.1% |
| Admin fee / account holder | $113 | $11,570-99.0% | $10,009-98.9% | $11,431-99.0% |