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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 | $91,839 | $82,630+11.1% | $64,105+43.3% | $125,389-26.8% |
| Participation rate | 85.7% | 75.9%+9.9pp | 68.2%+17.5pp | 83.2%+2.5pp |
| Annual return | -1.84% | 1489.72%-1491.6pp | 791.24%-793.1pp | 282.24%-284.1pp |
| Employer contribution / active EE | $2,047 | $2,671-23.4% | $1,820+12.5% | $4,866-57.9% |
| Participant deferral / active EE | $3,463 | $3,608-4.0% | $2,822+22.7% | $5,352-35.3% |
| Admin fee / account holder | $21 | $6,382-99.7% | $4,499-99.5% | $9,541-99.8% |