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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 | $26,766 | $138,102-80.6% | $125,381-78.7% | $134,532-80.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.87% | 750.73%-768.6pp | 572.31%-590.2pp | 418.27%-436.1pp |
| Employer contribution / active EE | $4,009 | $5,245-23.6% | $4,815-16.7% | $4,741-15.4% |
| Participant deferral / active EE | $3,983 | $7,801-48.9% | $7,448-46.5% | $6,401-37.8% |
| Admin fee / account holder | $226 | $11,568-98.0% | $10,007-97.7% | $11,429-98.0% |