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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 | $9,616 | $92,766-89.6% | $82,763-88.4% | $134,545-92.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.38% | 946.97%-963.4pp | 702.45%-718.8pp | 418.37%-434.7pp |
| Employer contribution / active EE | $1,907 | $3,273-41.7% | $3,008-36.6% | $4,742-59.8% |
| Participant deferral / active EE | $5,856 | $4,802+21.9% | $4,395+33.2% | $6,401-8.5% |
| Admin fee / account holder | $28 | $5,978-99.5% | $5,325-99.5% | $11,431-99.8% |