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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 | $30,533 | $180,459-83.1% | $154,108-80.2% | $135,380-77.4% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -4.91% | 888.21%-893.1pp | 735.21%-740.1pp | 519.81%-524.7pp |
| Employer contribution / active EE | $1,273 | $6,035-78.9% | $5,298-76.0% | $4,779-73.4% |
| Participant deferral / active EE | $2,311 | $5,806-60.2% | $5,081-54.5% | $5,609-58.8% |
| Admin fee / account holder | $165 | $16,145-99.0% | $13,411-98.8% | $10,828-98.5% |