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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 | $144,153 | $180,459-20.1% | $154,108-6.5% | $135,380+6.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.31% | 888.21%-892.5pp | 735.21%-739.5pp | 519.81%-524.1pp |
| Employer contribution / active EE | $2,181 | $6,035-63.9% | $5,298-58.8% | $4,779-54.4% |
| Participant deferral / active EE | $9,748 | $5,806+67.9% | $5,081+91.9% | $5,609+73.8% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |