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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 | $11,305 | $92,766-87.8% | $82,763-86.3% | $134,545-91.6% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.5pp |
| Annual return | -14.00% | 946.97%-961.0pp | 702.45%-716.4pp | 418.37%-432.4pp |
| Employer contribution / active EE | $2,410 | $3,273-26.4% | $3,008-19.9% | $4,742-49.2% |
| Participant deferral / active EE | $5,275 | $4,802+9.8% | $4,395+20.0% | $6,401-17.6% |
| Admin fee / account holder | $32 | $5,978-99.5% | $5,325-99.4% | $11,431-99.7% |