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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 | $148,107 | $180,459-17.9% | $154,108-3.9% | $135,380+9.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.99% | 888.21%-894.2pp | 735.21%-741.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $7,617 | $6,035+26.2% | $5,298+43.8% | $4,779+59.4% |
| Participant deferral / active EE | $5,772 | $5,806-0.6% | $5,081+13.6% | $5,609+2.9% |
| Admin fee / account holder | $48 | $16,145-99.7% | $13,411-99.6% | $10,828-99.6% |