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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 | $33,774 | $97,729-65.4% | $83,830-59.7% | $135,379-75.1% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -4.11% | 1287.52%-1291.6pp | 850.97%-855.1pp | 519.79%-523.9pp |
| Employer contribution / active EE | $1,599 | $4,222-62.1% | $3,631-56.0% | $4,779-66.5% |
| Participant deferral / active EE | $1,556 | $4,683-66.8% | $4,082-61.9% | $5,609-72.3% |
| Admin fee / account holder | $96 | $6,674-98.6% | $5,479-98.2% | $10,828-99.1% |