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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 | $26,197 | $138,102-81.0% | $125,381-79.1% | $134,532-80.5% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -19.91% | 750.73%-770.6pp | 572.31%-592.2pp | 418.27%-438.2pp |
| Employer contribution / active EE | $2,989 | $5,245-43.0% | $4,815-37.9% | $4,741-37.0% |
| Participant deferral / active EE | $8,933 | $7,801+14.5% | $7,448+19.9% | $6,401+39.6% |
| Admin fee / account holder | $108 | $11,568-99.1% | $10,007-98.9% | $11,429-99.1% |