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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 | $48,468 | $97,729-50.4% | $83,830-42.2% | $135,379-64.2% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -8.14% | 1287.52%-1295.7pp | 850.97%-859.1pp | 519.79%-527.9pp |
| Employer contribution / active EE | $2,204 | $4,222-47.8% | $3,631-39.3% | $4,779-53.9% |
| Participant deferral / active EE | $8,837 | $4,683+88.7% | $4,082+116.5% | $5,609+57.5% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |