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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 | $67,961 | $180,462-62.3% | $154,111-55.9% | $135,379-49.8% |
| Participation rate | 93.8% | 87.4%+6.3pp | 83.0%+10.7pp | 82.6%+11.1pp |
| Annual return | -7.75% | 888.17%-895.9pp | 735.18%-742.9pp | 519.79%-527.5pp |
| Employer contribution / active EE | $4,291 | $6,036-28.9% | $5,298-19.0% | $4,779-10.2% |
| Participant deferral / active EE | $3,047 | $5,806-47.5% | $5,081-40.0% | $5,609-45.7% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |