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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 | $138,230 | $190,862-27.6% | $159,991-13.6% | $134,509+2.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.50% | 552.59%-571.1pp | 408.82%-427.3pp | 418.13%-436.6pp |
| Employer contribution / active EE | $3,900 | $4,995-21.9% | $4,225-7.7% | $4,741-17.7% |
| Participant deferral / active EE | $16,104 | $6,924+132.6% | $6,183+160.5% | $6,400+151.6% |
| Admin fee / account holder | $20 | $10,495-99.8% | $8,715-99.8% | $11,427-99.8% |