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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 | $98,028 | $180,459-45.7% | $154,108-36.4% | $135,380-27.6% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -6.19% | 888.21%-894.4pp | 735.21%-741.4pp | 519.81%-526.0pp |
| Employer contribution / active EE | $1,313 | $6,035-78.2% | $5,298-75.2% | $4,779-72.5% |
| Participant deferral / active EE | $3,550 | $5,806-38.9% | $5,081-30.1% | $5,609-36.7% |
| Admin fee / account holder | $282 | $16,145-98.3% | $13,411-97.9% | $10,828-97.4% |