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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 | $38,267 | $180,459-78.8% | $154,108-75.2% | $135,380-71.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.26% | 888.21%-894.5pp | 735.21%-741.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $3,244 | $6,035-46.2% | $5,298-38.8% | $4,779-32.1% |
| Participant deferral / active EE | $6,895 | $5,806+18.7% | $5,081+35.7% | $5,609+22.9% |
| Admin fee / account holder | $111 | $16,145-99.3% | $13,411-99.2% | $10,828-99.0% |