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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 | $16,312 | $138,114-88.2% | $125,391-87.0% | $134,545-87.9% |
| Participation rate | 94.4% | 84.5%+9.9pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -18.89% | 750.88%-769.8pp | 572.41%-591.3pp | 418.37%-437.3pp |
| Employer contribution / active EE | $1,551 | $5,246-70.4% | $4,816-67.8% | $4,742-67.3% |
| Participant deferral / active EE | $2,700 | $7,801-65.4% | $7,448-63.8% | $6,401-57.8% |
| Admin fee / account holder | $124 | $11,570-98.9% | $10,009-98.8% | $11,431-98.9% |