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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 | $71,922 | $180,462-60.1% | $154,111-53.3% | $135,379-46.9% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -6.79% | 888.17%-895.0pp | 735.18%-742.0pp | 519.79%-526.6pp |
| Employer contribution / active EE | $4,902 | $6,036-18.8% | $5,298-7.5% | $4,779+2.6% |
| Participant deferral / active EE | $11,248 | $5,806+93.7% | $5,081+121.4% | $5,609+100.5% |
| Admin fee / account holder | $11 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |