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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 | $52,305 | $180,466-71.0% | $154,114-66.1% | $135,382-61.4% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -6.88% | 888.15%-895.0pp | 735.16%-742.0pp | 519.77%-526.6pp |
| Employer contribution / active EE | $5,641 | $6,035-6.5% | $5,298+6.5% | $4,779+18.1% |
| Participant deferral / active EE | $4,866 | $5,806-16.2% | $5,081-4.2% | $5,609-13.3% |
| Admin fee / account holder | $47 | $16,144-99.7% | $13,411-99.6% | $10,829-99.6% |