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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 | $46,171 | $138,102-66.6% | $125,381-63.2% | $134,532-65.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.60% | 750.73%-771.3pp | 572.31%-592.9pp | 418.27%-438.9pp |
| Employer contribution / active EE | $2,611 | $5,245-50.2% | $4,815-45.8% | $4,741-44.9% |
| Participant deferral / active EE | $7,824 | $7,801+0.3% | $7,448+5.1% | $6,401+22.2% |
| Admin fee / account holder | $80 | $11,568-99.3% | $10,007-99.2% | $11,429-99.3% |