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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 | $95,600 | $138,078-30.8% | $125,363-23.7% | $134,509-28.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -13.39% | 750.49%-763.9pp | 572.15%-585.5pp | 418.13%-431.5pp |
| Employer contribution / active EE | $1,314 | $5,245-74.9% | $4,815-72.7% | $4,741-72.3% |
| Participant deferral / active EE | $6,786 | $7,800-13.0% | $7,447-8.9% | $6,400+6.0% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |