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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 | $138,664 | $190,916-27.4% | $160,037-13.4% | $134,545+3.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.60% | 552.79%-571.4pp | 408.95%-427.6pp | 418.37%-437.0pp |
| Employer contribution / active EE | $2,142 | $4,996-57.1% | $4,226-49.3% | $4,742-54.8% |
| Participant deferral / active EE | $4,409 | $6,925-36.3% | $6,184-28.7% | $6,401-31.1% |
| Admin fee / account holder | $11 | $10,497-99.9% | $8,716-99.9% | $11,431-99.9% |