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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 | $30,264 | $138,102-78.1% | $125,381-75.9% | $134,532-77.5% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -16.13% | 750.73%-766.9pp | 572.31%-588.4pp | 418.27%-434.4pp |
| Employer contribution / active EE | $3,797 | $5,245-27.6% | $4,815-21.1% | $4,741-19.9% |
| Participant deferral / active EE | $11,102 | $7,801+42.3% | $7,448+49.1% | $6,401+73.4% |
| Admin fee / account holder | $55 | $11,568-99.5% | $10,007-99.5% | $11,429-99.5% |