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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 | $72,338 | $138,102-47.6% | $125,381-42.3% | $134,532-46.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.35% | 750.73%-767.1pp | 572.31%-588.7pp | 418.27%-434.6pp |
| Employer contribution / active EE | $1,317 | $5,245-74.9% | $4,815-72.6% | $4,741-72.2% |
| Participant deferral / active EE | $2,600 | $7,801-66.7% | $7,448-65.1% | $6,401-59.4% |
| Admin fee / account holder | $20 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |