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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 | $34,058 | $82,630-58.8% | $64,105-46.9% | $125,389-72.8% |
| Participation rate | 92.3% | 75.9%+16.5pp | 68.2%+24.1pp | 83.2%+9.1pp |
| Annual return | -0.67% | 1489.72%-1490.4pp | 791.24%-791.9pp | 282.24%-282.9pp |
| Employer contribution / active EE | $1,366 | $2,671-48.9% | $1,820-24.9% | $4,866-71.9% |
| Participant deferral / active EE | $4,839 | $3,608+34.1% | $2,822+71.5% | $5,352-9.6% |
| Admin fee / account holder | $41 | $6,382-99.4% | $4,499-99.1% | $9,541-99.6% |