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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 | $49,431 | $138,078-64.2% | $125,363-60.6% | $134,509-63.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.72% | 750.49%-762.2pp | 572.15%-583.9pp | 418.13%-429.9pp |
| Employer contribution / active EE | $3,218 | $5,245-38.7% | $4,815-33.2% | $4,741-32.1% |
| Participant deferral / active EE | $8,178 | $7,800+4.8% | $7,447+9.8% | $6,400+27.8% |
| Admin fee / account holder | $286 | $11,566-97.5% | $10,005-97.1% | $11,427-97.5% |