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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 | $80,803 | $202,342-60.1% | $172,752-53.2% | $152,897-47.2% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 0.00% | 1029.83%-1029.8pp | 802.97%-803.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,806 | $5,858-69.2% | $5,144-64.9% | $4,764-62.1% |
| Participant deferral / active EE | $5,536 | $5,948-6.9% | $5,198+6.5% | $5,851-5.4% |
| Admin fee / account holder | $11 | $17,111-99.9% | $13,955-99.9% | $11,599-99.9% |