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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 | $41,642 | $190,879-78.2% | $160,009-74.0% | $134,532-69.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -10.02% | 552.63%-562.6pp | 408.85%-418.9pp | 418.27%-428.3pp |
| Employer contribution / active EE | $6,539 | $4,995+30.9% | $4,225+54.8% | $4,741+37.9% |
| Participant deferral / active EE | $15,925 | $6,924+130.0% | $6,183+157.6% | $6,401+148.8% |
| Admin fee / account holder | $218 | $10,495-97.9% | $8,715-97.5% | $11,429-98.1% |