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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 | $49,962 | $180,462-72.3% | $154,111-67.6% | $135,379-63.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.91% | 888.17%-895.1pp | 735.18%-742.1pp | 519.79%-526.7pp |
| Employer contribution / active EE | $4,741 | $6,036-21.4% | $5,298-10.5% | $4,779-0.8% |
| Participant deferral / active EE | $4,395 | $5,806-24.3% | $5,081-13.5% | $5,609-21.6% |
| Admin fee / account holder | $191 | $16,145-98.8% | $13,411-98.6% | $10,828-98.2% |