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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 | $71,154 | $138,102-48.5% | $125,381-43.2% | $134,532-47.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.55% | 750.73%-769.3pp | 572.31%-590.9pp | 418.27%-436.8pp |
| Employer contribution / active EE | $3,120 | $5,245-40.5% | $4,815-35.2% | $4,741-34.2% |
| Participant deferral / active EE | $25,960 | $7,801+232.8% | $7,448+248.6% | $6,401+305.6% |
| Admin fee / account holder | $267 | $11,568-97.7% | $10,007-97.3% | $11,429-97.7% |