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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 | $44,056 | $180,459-75.6% | $154,108-71.4% | $135,380-67.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.45% | 888.21%-893.7pp | 735.21%-740.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $2,769 | $6,035-54.1% | $5,298-47.7% | $4,779-42.1% |
| Participant deferral / active EE | $2,481 | $5,806-57.3% | $5,081-51.2% | $5,609-55.8% |
| Admin fee / account holder | $225 | $16,145-98.6% | $13,411-98.3% | $10,828-97.9% |