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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 | $40,279 | $160,059-74.8% | $140,019-71.2% | $135,382-70.2% |
| Participation rate | 89.5% | 88.5%+0.9pp | 87.5%+2.0pp | 82.6%+6.8pp |
| Annual return | -7.63% | 911.44%-919.1pp | 651.15%-658.8pp | 519.77%-527.4pp |
| Employer contribution / active EE | $2,719 | $6,420-57.6% | $5,605-51.5% | $4,779-43.1% |
| Participant deferral / active EE | $7,260 | $7,641-5.0% | $6,927+4.8% | $5,609+29.4% |
| Admin fee / account holder | $125 | $13,328-99.1% | $10,705-98.8% | $10,829-98.8% |