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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 | $78,895 | $104,116-24.2% | $71,089+11.0% | $135,380-41.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.6%+45.4pp | 82.6%+17.4pp |
| Annual return | -3.55% | 1256.51%-1260.1pp | 650.65%-654.2pp | 519.81%-523.4pp |
| Employer contribution / active EE | $5,605 | $1,485+277.5% | $1,088+415.3% | $4,779+17.3% |
| Participant deferral / active EE | $2,722 | $2,524+7.9% | $1,873+45.4% | $5,609-51.5% |
| Admin fee / account holder | $146 | $4,142-96.5% | $3,082-95.3% | $10,828-98.6% |