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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 | $53,884 | $82,630-34.8% | $64,105-15.9% | $125,389-57.0% |
| Participation rate | 90.0% | 75.9%+14.1pp | 68.2%+21.8pp | 83.2%+6.8pp |
| Annual return | -2.63% | 1489.72%-1492.4pp | 791.24%-793.9pp | 282.24%-284.9pp |
| Employer contribution / active EE | $1,949 | $2,671-27.1% | $1,820+7.1% | $4,866-60.0% |
| Participant deferral / active EE | $6,059 | $3,608+67.9% | $2,822+114.7% | $5,352+13.2% |
| Admin fee / account holder | $29 | $6,382-99.6% | $4,499-99.4% | $9,541-99.7% |