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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 | $123,837 | $190,916-35.1% | $160,037-22.6% | $134,545-8.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.58% | 552.79%-569.4pp | 408.95%-425.5pp | 418.37%-434.9pp |
| Employer contribution / active EE | $1,340 | $4,996-73.2% | $4,226-68.3% | $4,742-71.7% |
| Participant deferral / active EE | $18,192 | $6,925+162.7% | $6,184+194.2% | $6,401+184.2% |
| Admin fee / account holder | $55 | $10,497-99.5% | $8,716-99.4% | $11,431-99.5% |