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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 | $24,847 | $97,761-74.6% | $83,850-70.4% | $135,382-81.6% |
| Participation rate | 81.8% | 80.0%+1.9pp | 76.1%+5.7pp | 82.6%-0.8pp |
| Annual return | -4.28% | 1287.44%-1291.7pp | 850.92%-855.2pp | 519.77%-524.1pp |
| Employer contribution / active EE | $1,652 | $4,222-60.9% | $3,631-54.5% | $4,779-65.4% |
| Participant deferral / active EE | $2,609 | $4,682-44.3% | $4,082-36.1% | $5,609-53.5% |
| Admin fee / account holder | $30 | $6,674-99.6% | $5,478-99.5% | $10,829-99.7% |