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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 | $18,268 | $138,114-86.8% | $125,391-85.4% | $134,545-86.4% |
| Participation rate | 90.5% | 84.5%+6.0pp | 82.4%+8.1pp | 81.2%+9.2pp |
| Annual return | -20.04% | 750.88%-770.9pp | 572.41%-592.5pp | 418.37%-438.4pp |
| Employer contribution / active EE | $3,428 | $5,246-34.7% | $4,816-28.8% | $4,742-27.7% |
| Participant deferral / active EE | $6,252 | $7,801-19.9% | $7,448-16.1% | $6,401-2.3% |
| Admin fee / account holder | $51 | $11,570-99.6% | $10,009-99.5% | $11,431-99.6% |