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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 | $29,981 | $138,078-78.3% | $125,363-76.1% | $134,509-77.7% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -19.44% | 750.49%-769.9pp | 572.15%-591.6pp | 418.13%-437.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,427 | $7,800+8.0% | $7,447+13.2% | $6,400+31.7% |
| Admin fee / account holder | $29 | $11,566-99.8% | $10,005-99.7% | $11,427-99.7% |