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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 | $42,145 | $97,761-56.9% | $83,850-49.7% | $135,382-68.9% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -8.87% | 1287.44%-1296.3pp | 850.92%-859.8pp | 519.77%-528.6pp |
| Employer contribution / active EE | $3,036 | $4,222-28.1% | $3,631-16.4% | $4,779-36.5% |
| Participant deferral / active EE | $7,999 | $4,682+70.8% | $4,082+96.0% | $5,609+42.6% |
| Admin fee / account holder | $136 | $6,674-98.0% | $5,478-97.5% | $10,829-98.7% |