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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 | $120,302 | $135,645-11.3% | $110,243+9.1% | $135,380-11.1% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | -7.43% | 513.24%-520.7pp | 314.76%-322.2pp | 519.81%-527.2pp |
| Employer contribution / active EE | $4,817 | $4,907-1.8% | $3,827+25.9% | $4,779+0.8% |
| Participant deferral / active EE | $7,391 | $5,507+34.2% | $4,672+58.2% | $5,609+31.8% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |