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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 | $109,176 | $138,078-20.9% | $125,363-12.9% | $134,509-18.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.15% | 750.49%-767.6pp | 572.15%-589.3pp | 418.13%-435.3pp |
| Employer contribution / active EE | $1,842 | $5,245-64.9% | $4,815-61.7% | $4,741-61.1% |
| Participant deferral / active EE | $7,425 | $7,800-4.8% | $7,447-0.3% | $6,400+16.0% |
| Admin fee / account holder | $94 | $11,566-99.2% | $10,005-99.1% | $11,427-99.2% |