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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 | $190,384 | $180,462+5.5% | $154,111+23.5% | $135,379+40.6% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -6.74% | 888.17%-894.9pp | 735.18%-741.9pp | 519.79%-526.5pp |
| Employer contribution / active EE | $3,402 | $6,036-43.6% | $5,298-35.8% | $4,779-28.8% |
| Participant deferral / active EE | $6,394 | $5,806+10.1% | $5,081+25.8% | $5,609+14.0% |
| Admin fee / account holder | $99 | $16,145-99.4% | $13,411-99.3% | $10,828-99.1% |