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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 | $79,412 | $180,459-56.0% | $154,108-48.5% | $135,380-41.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.94% | 888.21%-891.1pp | 735.21%-738.1pp | 519.81%-522.7pp |
| Employer contribution / active EE | $2,589 | $6,035-57.1% | $5,298-51.1% | $4,779-45.8% |
| Participant deferral / active EE | $3,197 | $5,806-44.9% | $5,081-37.1% | $5,609-43.0% |
| Admin fee / account holder | $106 | $16,145-99.3% | $13,411-99.2% | $10,828-99.0% |