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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 | $94,824 | $180,462-47.5% | $154,111-38.5% | $135,379-30.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.14% | 888.17%-896.3pp | 735.18%-743.3pp | 519.79%-527.9pp |
| Employer contribution / active EE | $3,609 | $6,036-40.2% | $5,298-31.9% | $4,779-24.5% |
| Participant deferral / active EE | $11,415 | $5,806+96.6% | $5,081+124.7% | $5,609+103.5% |
| Admin fee / account holder | $9 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |