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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 | $81,129 | $180,462-55.0% | $154,111-47.4% | $135,379-40.1% |
| Participation rate | 89.5% | 87.4%+2.0pp | 83.0%+6.4pp | 82.6%+6.8pp |
| Annual return | -6.00% | 888.17%-894.2pp | 735.18%-741.2pp | 519.79%-525.8pp |
| Employer contribution / active EE | $6,035 | $6,0360% | $5,298+13.9% | $4,779+26.3% |
| Participant deferral / active EE | $2,344 | $5,806-59.6% | $5,081-53.9% | $5,609-58.2% |
| Admin fee / account holder | $22 | $16,145-99.9% | $13,411-99.8% | $10,828-99.8% |