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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 | $74,151 | $104,116-28.8% | $71,089+4.3% | $135,380-45.2% |
| Participation rate | 90.0% | 65.7%+24.3pp | 54.6%+35.4pp | 82.6%+7.4pp |
| Annual return | -5.88% | 1256.51%-1262.4pp | 650.65%-656.5pp | 519.81%-525.7pp |
| Employer contribution / active EE | $11,356 | $1,485+664.7% | $1,088+944.0% | $4,779+137.6% |
| Participant deferral / active EE | $7,040 | $2,524+179.0% | $1,873+276.0% | $5,609+25.5% |
| Admin fee / account holder | $133 | $4,142-96.8% | $3,082-95.7% | $10,828-98.8% |