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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 | $83,098 | $180,462-54.0% | $154,111-46.1% | $135,379-38.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.07% | 888.17%-894.2pp | 735.18%-741.2pp | 519.79%-525.9pp |
| Employer contribution / active EE | $3,351 | $6,036-44.5% | $5,298-36.7% | $4,779-29.9% |
| Participant deferral / active EE | $6,583 | $5,806+13.4% | $5,081+29.6% | $5,609+17.4% |
| Admin fee / account holder | $11 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |