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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 | $108,319 | $135,645-20.1% | $110,243-1.7% | $135,380-20.0% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | -8.32% | 513.24%-521.6pp | 314.76%-323.1pp | 519.81%-528.1pp |
| Employer contribution / active EE | $4,377 | $4,907-10.8% | $3,827+14.4% | $4,779-8.4% |
| Participant deferral / active EE | $12,287 | $5,507+123.1% | $4,672+163.0% | $5,609+119.1% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |