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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 | $99,291 | $190,916-48.0% | $160,037-38.0% | $134,545-26.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -10.10% | 552.79%-562.9pp | 408.95%-419.1pp | 418.37%-428.5pp |
| Employer contribution / active EE | $897 | $4,996-82.0% | $4,226-78.8% | $4,742-81.1% |
| Participant deferral / active EE | $16,225 | $6,925+134.3% | $6,184+162.4% | $6,401+153.5% |
| Admin fee / account holder | $248 | $10,497-97.6% | $8,716-97.2% | $11,431-97.8% |