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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 | $85,332 | $180,462-52.7% | $154,111-44.6% | $135,379-37.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.43% | 888.17%-896.6pp | 735.18%-743.6pp | 519.79%-528.2pp |
| Employer contribution / active EE | $4,694 | $6,036-22.2% | $5,298-11.4% | $4,779-1.8% |
| Participant deferral / active EE | $3,930 | $5,806-32.3% | $5,081-22.6% | $5,609-29.9% |
| Admin fee / account holder | $198 | $16,145-98.8% | $13,411-98.5% | $10,828-98.2% |