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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 | $44,123 | $138,114-68.1% | $125,391-64.8% | $134,545-67.2% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.7pp | 81.2%-8.5pp |
| Annual return | -16.50% | 750.88%-767.4pp | 572.41%-588.9pp | 418.37%-434.9pp |
| Employer contribution / active EE | $982 | $5,246-81.3% | $4,816-79.6% | $4,742-79.3% |
| Participant deferral / active EE | $10,548 | $7,801+35.2% | $7,448+41.6% | $6,401+64.8% |
| Admin fee / account holder | $193 | $11,570-98.3% | $10,009-98.1% | $11,431-98.3% |