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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 | $46,579 | $135,645-65.7% | $110,243-57.7% | $135,380-65.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -1.40% | 513.24%-514.6pp | 314.76%-316.2pp | 519.81%-521.2pp |
| Employer contribution / active EE | $1,087 | $4,907-77.9% | $3,827-71.6% | $4,779-77.3% |
| Participant deferral / active EE | $11,198 | $5,507+103.3% | $4,672+139.7% | $5,609+99.6% |
| Admin fee / account holder | $15 | $11,458-99.9% | $8,548-99.8% | $10,828-99.9% |