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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 | $21,079 | $138,114-84.7% | $125,391-83.2% | $134,545-84.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.23% | 750.88%-764.1pp | 572.41%-585.6pp | 418.37%-431.6pp |
| Employer contribution / active EE | $1,667 | $5,246-68.2% | $4,816-65.4% | $4,742-64.8% |
| Participant deferral / active EE | $7,520 | $7,801-3.6% | $7,448+1.0% | $6,401+17.5% |
| Admin fee / account holder | $299 | $11,570-97.4% | $10,009-97.0% | $11,431-97.4% |