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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 | $67,683 | $160,059-57.7% | $140,019-51.7% | $135,382-50.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.93% | 911.44%-918.4pp | 651.15%-658.1pp | 519.77%-526.7pp |
| Employer contribution / active EE | $2,758 | $6,420-57.0% | $5,605-50.8% | $4,779-42.3% |
| Participant deferral / active EE | $11,357 | $7,641+48.6% | $6,927+64.0% | $5,609+102.5% |
| Admin fee / account holder | $18 | $13,328-99.9% | $10,705-99.8% | $10,829-99.8% |