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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 | $125,597 | $190,916-34.2% | $160,037-21.5% | $134,545-6.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.04% | 552.79%-567.8pp | 408.95%-424.0pp | 418.37%-433.4pp |
| Employer contribution / active EE | $6,002 | $4,996+20.2% | $4,226+42.0% | $4,742+26.6% |
| Participant deferral / active EE | $9,098 | $6,925+31.4% | $6,184+47.1% | $6,401+42.1% |
| Admin fee / account holder | $108 | $10,497-99.0% | $8,716-98.8% | $11,431-99.1% |