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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 | $42,796 | $82,630-48.2% | $64,105-33.2% | $125,389-65.9% |
| Participation rate | 93.8% | 75.9%+17.9pp | 68.2%+25.6pp | 83.2%+10.6pp |
| Annual return | -3.10% | 1489.72%-1492.8pp | 791.24%-794.3pp | 282.24%-285.3pp |
| Employer contribution / active EE | $4,148 | $2,671+55.3% | $1,820+127.9% | $4,866-14.8% |
| Participant deferral / active EE | $4,163 | $3,608+15.4% | $2,822+47.5% | $5,352-22.2% |
| Admin fee / account holder | $222 | $6,382-96.5% | $4,499-95.1% | $9,541-97.7% |