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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 | $38,893 | $138,078-71.8% | $125,363-69.0% | $134,509-71.1% |
| Participation rate | 73.7% | 84.5%-10.8pp | 82.4%-8.7pp | 81.2%-7.5pp |
| Annual return | -18.28% | 750.49%-768.8pp | 572.15%-590.4pp | 418.13%-436.4pp |
| Employer contribution / active EE | $3,235 | $5,245-38.3% | $4,815-32.8% | $4,741-31.8% |
| Participant deferral / active EE | $5,687 | $7,800-27.1% | $7,447-23.6% | $6,400-11.1% |
| Admin fee / account holder | $227 | $11,566-98.0% | $10,005-97.7% | $11,427-98.0% |