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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 | $23,188 | $138,102-83.2% | $125,381-81.5% | $134,532-82.8% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -20.51% | 750.73%-771.2pp | 572.31%-592.8pp | 418.27%-438.8pp |
| Employer contribution / active EE | $2,057 | $5,245-60.8% | $4,815-57.3% | $4,741-56.6% |
| Participant deferral / active EE | $3,917 | $7,801-49.8% | $7,448-47.4% | $6,401-38.8% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |