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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 | $67,316 | $190,879-64.7% | $160,009-57.9% | $134,532-50.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -10.04% | 552.63%-562.7pp | 408.85%-418.9pp | 418.27%-428.3pp |
| Employer contribution / active EE | $8,962 | $4,995+79.4% | $4,225+112.1% | $4,741+89.0% |
| Participant deferral / active EE | $5,708 | $6,924-17.6% | $6,183-7.7% | $6,401-10.8% |
| Admin fee / account holder | $45 | $10,495-99.6% | $8,715-99.5% | $11,429-99.6% |