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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 | $43,991 | $138,114-68.1% | $125,391-64.9% | $134,545-67.3% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -18.12% | 750.88%-769.0pp | 572.41%-590.5pp | 418.37%-436.5pp |
| Employer contribution / active EE | $4,467 | $5,246-14.8% | $4,816-7.2% | $4,742-5.8% |
| Participant deferral / active EE | $9,000 | $7,801+15.4% | $7,448+20.8% | $6,401+40.6% |
| Admin fee / account holder | $28 | $11,570-99.8% | $10,009-99.7% | $11,431-99.8% |