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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 | $71,745 | $180,462-60.2% | $154,111-53.4% | $135,379-47.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.12% | 888.17%-895.3pp | 735.18%-742.3pp | 519.79%-526.9pp |
| Employer contribution / active EE | $2,960 | $6,036-51.0% | $5,298-44.1% | $4,779-38.1% |
| Participant deferral / active EE | $6,725 | $5,806+15.8% | $5,081+32.4% | $5,609+19.9% |
| Admin fee / account holder | $15 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |