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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 | $98,450 | $190,879-48.4% | $160,009-38.5% | $134,532-26.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.40% | 552.63%-572.0pp | 408.85%-428.2pp | 418.27%-437.7pp |
| Employer contribution / active EE | $2,375 | $4,995-52.5% | $4,225-43.8% | $4,741-49.9% |
| Participant deferral / active EE | $12,595 | $6,924+81.9% | $6,183+103.7% | $6,401+96.8% |
| Admin fee / account holder | $20 | $10,495-99.8% | $8,715-99.8% | $11,429-99.8% |