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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 | $47,623 | $82,630-42.4% | $64,105-25.7% | $125,389-62.0% |
| Participation rate | 80.0% | 75.9%+4.1pp | 68.2%+11.8pp | 83.2%-3.2pp |
| Annual return | -2.18% | 1489.72%-1491.9pp | 791.24%-793.4pp | 282.24%-284.4pp |
| Employer contribution / active EE | $1,632 | $2,671-38.9% | $1,820-10.3% | $4,866-66.5% |
| Participant deferral / active EE | $3,269 | $3,608-9.4% | $2,822+15.8% | $5,352-38.9% |
| Admin fee / account holder | $88 | $6,382-98.6% | $4,499-98.0% | $9,541-99.1% |