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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 | $31,415 | $180,459-82.6% | $154,108-79.6% | $135,380-76.8% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -4.33% | 888.21%-892.5pp | 735.21%-739.5pp | 519.81%-524.1pp |
| Employer contribution / active EE | $3,794 | $6,035-37.1% | $5,298-28.4% | $4,779-20.6% |
| Participant deferral / active EE | $10,139 | $5,806+74.6% | $5,081+99.6% | $5,609+80.8% |
| Admin fee / account holder | $240 | $16,145-98.5% | $13,411-98.2% | $10,828-97.8% |