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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 | $33,878 | $138,114-75.5% | $125,391-73.0% | $134,545-74.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.34% | 750.88%-766.2pp | 572.41%-587.7pp | 418.37%-433.7pp |
| Employer contribution / active EE | $1,698 | $5,246-67.6% | $4,816-64.7% | $4,742-64.2% |
| Participant deferral / active EE | $16,700 | $7,801+114.1% | $7,448+124.2% | $6,401+160.9% |
| Admin fee / account holder | $18 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |