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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 | $46,675 | $138,102-66.2% | $125,381-62.8% | $134,532-65.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.30% | 750.73%-768.0pp | 572.31%-589.6pp | 418.27%-435.6pp |
| Employer contribution / active EE | $1,887 | $5,245-64.0% | $4,815-60.8% | $4,741-60.2% |
| Participant deferral / active EE | $18,400 | $7,801+135.9% | $7,448+147.1% | $6,401+187.5% |
| Admin fee / account holder | $204 | $11,568-98.2% | $10,007-98.0% | $11,429-98.2% |