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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 | $25,460 | $97,729-73.9% | $83,830-69.6% | $135,379-81.2% |
| Participation rate | 84.6% | 80.0%+4.7pp | 76.1%+8.5pp | 82.6%+2.0pp |
| Annual return | -9.06% | 1287.52%-1296.6pp | 850.97%-860.0pp | 519.79%-528.9pp |
| Employer contribution / active EE | $7,453 | $4,222+76.5% | $3,631+105.2% | $4,779+55.9% |
| Participant deferral / active EE | $4,052 | $4,683-13.5% | $4,082-0.7% | $5,609-27.8% |
| Admin fee / account holder | $286 | $6,674-95.7% | $5,479-94.8% | $10,828-97.4% |