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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 | $64,240 | $135,645-52.6% | $110,243-41.7% | $135,379-52.5% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -5.12% | 513.24%-518.4pp | 314.76%-319.9pp | 519.79%-524.9pp |
| Employer contribution / active EE | $26,494 | $4,907+440.0% | $3,827+592.4% | $4,779+454.4% |
| Participant deferral / active EE | $16,097 | $5,507+192.3% | $4,672+244.5% | $5,609+187.0% |
| Admin fee / account holder | $108 | $11,458-99.1% | $8,548-98.7% | $10,828-99.0% |