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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 | $85,083 | $190,879-55.4% | $160,009-46.8% | $134,532-36.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.57% | 552.63%-567.2pp | 408.85%-423.4pp | 418.27%-432.8pp |
| Employer contribution / active EE | $3,611 | $4,995-27.7% | $4,225-14.5% | $4,741-23.8% |
| Participant deferral / active EE | $13,713 | $6,924+98.0% | $6,183+121.8% | $6,401+114.2% |
| Admin fee / account holder | $251 | $10,495-97.6% | $8,715-97.1% | $11,429-97.8% |