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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 | $101,214 | $138,076-26.7% | $123,553-18.1% | $135,380-25.2% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -5.67% | 153.70%-159.4pp | 119.21%-124.9pp | 519.81%-525.5pp |
| Employer contribution / active EE | $5,020 | $5,152-2.5% | $4,628+8.5% | $4,779+5.1% |
| Participant deferral / active EE | $11,532 | $6,800+69.6% | $6,426+79.5% | $5,609+105.6% |
| Admin fee / account holder | $41 | $10,917-99.6% | $9,284-99.6% | $10,828-99.6% |