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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 | $33,401 | $138,102-75.8% | $125,381-73.4% | $134,532-75.2% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -20.67% | 750.73%-771.4pp | 572.31%-593.0pp | 418.27%-438.9pp |
| Employer contribution / active EE | $4,246 | $5,245-19.1% | $4,815-11.8% | $4,741-10.4% |
| Participant deferral / active EE | $9,599 | $7,801+23.1% | $7,448+28.9% | $6,401+50.0% |
| Admin fee / account holder | $131 | $11,568-98.9% | $10,007-98.7% | $11,429-98.9% |