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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 | $33,620 | $138,102-75.7% | $125,381-73.2% | $134,532-75.0% |
| Participation rate | 76.2% | 84.5%-8.3pp | 82.4%-6.2pp | 81.2%-5.0pp |
| Annual return | -20.15% | 750.73%-770.9pp | 572.31%-592.5pp | 418.27%-438.4pp |
| Employer contribution / active EE | $4,305 | $5,245-17.9% | $4,815-10.6% | $4,741-9.2% |
| Participant deferral / active EE | $4,653 | $7,801-40.4% | $7,448-37.5% | $6,401-27.3% |
| Admin fee / account holder | $293 | $11,568-97.5% | $10,007-97.1% | $11,429-97.4% |