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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 | $27,184 | $138,102-80.3% | $125,381-78.3% | $134,532-79.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.13% | 750.73%-764.9pp | 572.31%-586.4pp | 418.27%-432.4pp |
| Employer contribution / active EE | $2,989 | $5,245-43.0% | $4,815-37.9% | $4,741-36.9% |
| Participant deferral / active EE | $6,251 | $7,801-19.9% | $7,448-16.1% | $6,401-2.3% |
| Admin fee / account holder | $116 | $11,568-99.0% | $10,007-98.8% | $11,429-99.0% |