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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 | $40,804 | $180,459-77.4% | $154,108-73.5% | $135,380-69.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.51% | 888.21%-895.7pp | 735.21%-742.7pp | 519.81%-527.3pp |
| Employer contribution / active EE | $2,588 | $6,035-57.1% | $5,298-51.2% | $4,779-45.8% |
| Participant deferral / active EE | $2,956 | $5,806-49.1% | $5,081-41.8% | $5,609-47.3% |
| Admin fee / account holder | $42 | $16,145-99.7% | $13,411-99.7% | $10,828-99.6% |