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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 | $29,967 | $99,668-69.9% | $86,451-65.3% | $134,545-77.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.31% | 6789.61%-6809.9pp | 4398.51%-4418.8pp | 418.37%-438.7pp |
| Employer contribution / active EE | $1,252 | $4,403-71.6% | $3,770-66.8% | $4,742-73.6% |
| Participant deferral / active EE | $11,655 | $7,249+60.8% | $6,953+67.6% | $6,401+82.1% |
| Admin fee / account holder | $120 | $8,377-98.6% | $6,734-98.2% | $11,431-99.0% |