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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 | $30,253 | $190,916-84.2% | $160,037-81.1% | $134,545-77.5% |
| Participation rate | 86.7% | 82.0%+4.7pp | 78.0%+8.7pp | 81.2%+5.4pp |
| Annual return | -10.00% | 552.79%-562.8pp | 408.95%-419.0pp | 418.37%-428.4pp |
| Employer contribution / active EE | $0 | $4,996-100.0% | $4,226-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,088 | $6,925-41.0% | $6,184-33.9% | $6,401-36.1% |
| Admin fee / account holder | $49 | $10,497-99.5% | $8,716-99.4% | $11,431-99.6% |