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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 | $28,095 | $97,732-71.3% | $83,831-66.5% | $135,380-79.2% |
| Participation rate | 95.2% | 80.0%+15.3pp | 76.1%+19.1pp | 82.6%+12.6pp |
| Annual return | -5.58% | 1287.56%-1293.1pp | 850.99%-856.6pp | 519.81%-525.4pp |
| Employer contribution / active EE | $2,456 | $4,222-41.8% | $3,631-32.4% | $4,779-48.6% |
| Participant deferral / active EE | $2,632 | $4,683-43.8% | $4,082-35.5% | $5,609-53.1% |
| Admin fee / account holder | $52 | $6,675-99.2% | $5,479-99.1% | $10,828-99.5% |