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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 | $149,683 | $82,630+81.1% | $64,105+133.5% | $125,389+19.4% |
| Participation rate | 75.0% | 75.9%-0.9pp | 68.2%+6.8pp | 83.2%-8.2pp |
| Annual return | -3.01% | 1489.72%-1492.7pp | 791.24%-794.3pp | 282.24%-285.3pp |
| Employer contribution / active EE | $2,025 | $2,671-24.2% | $1,820+11.3% | $4,866-58.4% |
| Participant deferral / active EE | $5,960 | $3,608+65.2% | $2,822+111.2% | $5,352+11.4% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |