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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 | $98,698 | $180,459-45.3% | $154,108-36.0% | $135,380-27.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.70% | 888.21%-892.9pp | 735.21%-739.9pp | 519.81%-524.5pp |
| Employer contribution / active EE | $3,590 | $6,035-40.5% | $5,298-32.2% | $4,779-24.9% |
| Participant deferral / active EE | $4,314 | $5,806-25.7% | $5,081-15.1% | $5,609-23.1% |
| Admin fee / account holder | $55 | $16,145-99.7% | $13,411-99.6% | $10,828-99.5% |