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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 | $75,758 | $180,459-58.0% | $154,108-50.8% | $135,380-44.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.49% | 888.21%-890.7pp | 735.21%-737.7pp | 519.81%-522.3pp |
| Employer contribution / active EE | $2,474 | $6,035-59.0% | $5,298-53.3% | $4,779-48.2% |
| Participant deferral / active EE | $5,571 | $5,806-4.1% | $5,081+9.6% | $5,609-0.7% |
| Admin fee / account holder | $23 | $16,145-99.9% | $13,411-99.8% | $10,828-99.8% |