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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 | $83,700 | $180,459-53.6% | $154,108-45.7% | $135,380-38.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.02% | 888.21%-895.2pp | 735.21%-742.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $2,150 | $6,035-64.4% | $5,298-59.4% | $4,779-55.0% |
| Participant deferral / active EE | $4,286 | $5,806-26.2% | $5,081-15.6% | $5,609-23.6% |
| Admin fee / account holder | $12 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |