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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 | $39,556 | $190,843-79.3% | $159,981-75.3% | $134,493-70.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.62% | 552.37%-572.0pp | 408.70%-428.3pp | 418.01%-437.6pp |
| Employer contribution / active EE | $4,016 | $4,993-19.6% | $4,224-4.9% | $4,740-15.3% |
| Participant deferral / active EE | $4,124 | $6,923-40.4% | $6,182-33.3% | $6,400-35.6% |
| Admin fee / account holder | $7 | $10,475-99.9% | $8,700-99.9% | $11,425-99.9% |