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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 | $41,366 | $180,466-77.1% | $154,114-73.2% | $135,382-69.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.73% | 888.15%-894.9pp | 735.16%-741.9pp | 519.77%-526.5pp |
| Employer contribution / active EE | $3,221 | $6,035-46.6% | $5,298-39.2% | $4,779-32.6% |
| Participant deferral / active EE | $4,956 | $5,806-14.6% | $5,081-2.4% | $5,609-11.6% |
| Admin fee / account holder | $25 | $16,144-99.8% | $13,411-99.8% | $10,829-99.8% |