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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 | $22,569 | $138,114-83.7% | $125,391-82.0% | $134,545-83.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.99% | 750.88%-769.9pp | 572.41%-591.4pp | 418.37%-437.4pp |
| Employer contribution / active EE | $4,409 | $5,246-16.0% | $4,816-8.4% | $4,742-7.0% |
| Participant deferral / active EE | $10,046 | $7,801+28.8% | $7,448+34.9% | $6,401+56.9% |
| Admin fee / account holder | $107 | $11,570-99.1% | $10,009-98.9% | $11,431-99.1% |