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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 | $51,553 | $180,459-71.4% | $154,108-66.5% | $135,380-61.9% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -5.99% | 888.21%-894.2pp | 735.21%-741.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $1,464 | $6,035-75.7% | $5,298-72.4% | $4,779-69.4% |
| Participant deferral / active EE | $13,690 | $5,806+135.8% | $5,081+169.5% | $5,609+144.1% |
| Admin fee / account holder | $278 | $16,145-98.3% | $13,411-97.9% | $10,828-97.4% |