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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 | $52,121 | $180,459-71.1% | $154,108-66.2% | $135,380-61.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.57% | 888.21%-894.8pp | 735.21%-741.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $2,125 | $6,035-64.8% | $5,298-59.9% | $4,779-55.5% |
| Participant deferral / active EE | $3,661 | $5,806-36.9% | $5,081-27.9% | $5,609-34.7% |
| Admin fee / account holder | $226 | $16,145-98.6% | $13,411-98.3% | $10,828-97.9% |