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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 | $21,633 | $138,076-84.3% | $123,553-82.5% | $135,380-84.0% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -1.83% | 153.70%-155.5pp | 119.21%-121.0pp | 519.81%-521.6pp |
| Employer contribution / active EE | $2,881 | $5,152-44.1% | $4,628-37.8% | $4,779-39.7% |
| Participant deferral / active EE | $3,722 | $6,800-45.3% | $6,426-42.1% | $5,609-33.6% |
| Admin fee / account holder | $243 | $10,917-97.8% | $9,284-97.4% | $10,828-97.8% |