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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 | $60,074 | $138,102-56.5% | $125,381-52.1% | $134,532-55.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.07% | 750.73%-767.8pp | 572.31%-589.4pp | 418.27%-435.3pp |
| Employer contribution / active EE | $2,810 | $5,245-46.4% | $4,815-41.6% | $4,741-40.7% |
| Participant deferral / active EE | $12,019 | $7,801+54.1% | $7,448+61.4% | $6,401+87.8% |
| Admin fee / account holder | $280 | $11,568-97.6% | $10,007-97.2% | $11,429-97.6% |