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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 | $64,176 | $135,645-52.7% | $110,243-41.8% | $135,380-52.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -1.39% | 513.24%-514.6pp | 314.76%-316.1pp | 519.81%-521.2pp |
| Employer contribution / active EE | $11,243 | $4,907+129.1% | $3,827+193.8% | $4,779+135.3% |
| Participant deferral / active EE | $17,309 | $5,507+214.3% | $4,672+270.5% | $5,609+208.6% |
| Admin fee / account holder | $53 | $11,458-99.5% | $8,548-99.4% | $10,828-99.5% |