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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 | $22,473 | $190,916-88.2% | $160,037-86.0% | $134,545-83.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.44% | 552.79%-572.2pp | 408.95%-428.4pp | 418.37%-437.8pp |
| Employer contribution / active EE | $2,439 | $4,996-51.2% | $4,226-42.3% | $4,742-48.6% |
| Participant deferral / active EE | $8,844 | $6,925+27.7% | $6,184+43.0% | $6,401+38.2% |
| Admin fee / account holder | $105 | $10,497-99.0% | $8,716-98.8% | $11,431-99.1% |