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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 | $36,608 | $56,197-34.9% | $67,652-45.9% | $59,633-38.6% |
| Participation rate | 97.1% | 71.5%+25.7pp | 75.7%+21.5pp | 68.7%+28.5pp |
| Annual return | -1.45% | 18508.10%-18509.6pp | 6625.40%-6626.9pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $4,248 | $1,615+163.1% | $2,266+87.5% | $2,203+92.9% |
| Participant deferral / active EE | $4,556 | $2,844+60.2% | $3,560+28.0% | $3,192+42.8% |
| Admin fee / account holder | $163 | $3,958-95.9% | $4,821-96.6% | $4,297-96.2% |