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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 | $138,376 | $106,557+29.9% | $91,227+51.7% | $134,545+2.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | 0.05% | 160.81%-160.8pp | 114.14%-114.1pp | 418.37%-418.3pp |
| Employer contribution / active EE | $1,327 | $3,332-60.2% | $2,851-53.5% | $4,742-72.0% |
| Participant deferral / active EE | $8,407 | $4,719+78.1% | $4,234+98.6% | $6,401+31.3% |
| Admin fee / account holder | $4 | $6,235-99.9% | $5,423-99.9% | $11,431-100.0% |