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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 | $38,937 | $138,102-71.8% | $125,381-68.9% | $134,532-71.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.06% | 750.73%-768.8pp | 572.31%-590.4pp | 418.27%-436.3pp |
| Employer contribution / active EE | $4,148 | $5,245-20.9% | $4,815-13.9% | $4,741-12.5% |
| Participant deferral / active EE | $19,024 | $7,801+143.9% | $7,448+155.4% | $6,401+197.2% |
| Admin fee / account holder | $105 | $11,568-99.1% | $10,007-99.0% | $11,429-99.1% |