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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 | $104,693 | $180,459-42.0% | $154,108-32.1% | $135,380-22.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.25% | 888.21%-891.5pp | 735.21%-738.5pp | 519.81%-523.1pp |
| Employer contribution / active EE | $5,914 | $6,035-2.0% | $5,298+11.6% | $4,779+23.8% |
| Participant deferral / active EE | $6,071 | $5,806+4.6% | $5,081+19.5% | $5,609+8.2% |
| Admin fee / account holder | $53 | $16,145-99.7% | $13,411-99.6% | $10,828-99.5% |