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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 | $40,099 | $138,114-71.0% | $125,391-68.0% | $134,545-70.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.34% | 750.88%-766.2pp | 572.41%-587.8pp | 418.37%-433.7pp |
| Employer contribution / active EE | $3,624 | $5,246-30.9% | $4,816-24.8% | $4,742-23.6% |
| Participant deferral / active EE | $11,437 | $7,801+46.6% | $7,448+53.5% | $6,401+78.7% |
| Admin fee / account holder | $190 | $11,570-98.4% | $10,009-98.1% | $11,431-98.3% |