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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 | $31,353 | $190,862-83.6% | $159,991-80.4% | $134,509-76.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.70% | 552.59%-571.3pp | 408.82%-427.5pp | 418.13%-436.8pp |
| Employer contribution / active EE | $3,293 | $4,995-34.1% | $4,225-22.1% | $4,741-30.5% |
| Participant deferral / active EE | $7,918 | $6,924+14.4% | $6,183+28.1% | $6,400+23.7% |
| Admin fee / account holder | $133 | $10,495-98.7% | $8,715-98.5% | $11,427-98.8% |