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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 | $65,668 | $138,078-52.4% | $125,363-47.6% | $134,509-51.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.40% | 750.49%-768.9pp | 572.15%-590.5pp | 418.13%-436.5pp |
| Employer contribution / active EE | $10,530 | $5,245+100.8% | $4,815+118.7% | $4,741+122.1% |
| Participant deferral / active EE | $16,240 | $7,800+108.2% | $7,447+118.1% | $6,400+153.7% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |