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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 | $41,460 | $180,462-77.0% | $154,111-73.1% | $135,379-69.4% |
| Participation rate | 94.7% | 87.4%+7.3pp | 83.0%+11.7pp | 82.6%+12.1pp |
| Annual return | -7.75% | 888.17%-895.9pp | 735.18%-742.9pp | 519.79%-527.5pp |
| Employer contribution / active EE | $2,003 | $6,036-66.8% | $5,298-62.2% | $4,779-58.1% |
| Participant deferral / active EE | $3,013 | $5,806-48.1% | $5,081-40.7% | $5,609-46.3% |
| Admin fee / account holder | $14 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |