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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 | $16,397 | $190,916-91.4% | $160,037-89.8% | $134,545-87.8% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.0%+10.9pp | 81.2%+7.7pp |
| Annual return | -20.39% | 552.79%-573.2pp | 408.95%-429.3pp | 418.37%-438.8pp |
| Employer contribution / active EE | $981 | $4,996-80.4% | $4,226-76.8% | $4,742-79.3% |
| Participant deferral / active EE | $4,766 | $6,925-31.2% | $6,184-22.9% | $6,401-25.5% |
| Admin fee / account holder | $248 | $10,497-97.6% | $8,716-97.2% | $11,431-97.8% |