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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 | $102,911 | $180,459-43.0% | $154,108-33.2% | $135,380-24.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.65% | 888.21%-891.9pp | 735.21%-738.9pp | 519.81%-523.5pp |
| Employer contribution / active EE | $4,153 | $6,035-31.2% | $5,298-21.6% | $4,779-13.1% |
| Participant deferral / active EE | $8,129 | $5,806+40.0% | $5,081+60.0% | $5,609+44.9% |
| Admin fee / account holder | $54 | $16,145-99.7% | $13,411-99.6% | $10,828-99.5% |