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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 | $30,654 | $138,102-77.8% | $125,381-75.6% | $134,532-77.2% |
| Participation rate | 82.4% | 84.5%-2.1pp | 82.4%0pp | 81.2%+1.1pp |
| Annual return | -17.45% | 750.73%-768.2pp | 572.31%-589.8pp | 418.27%-435.7pp |
| Employer contribution / active EE | $1,400 | $5,245-73.3% | $4,815-70.9% | $4,741-70.5% |
| Participant deferral / active EE | $3,496 | $7,801-55.2% | $7,448-53.1% | $6,401-45.4% |
| Admin fee / account holder | $122 | $11,568-98.9% | $10,007-98.8% | $11,429-98.9% |