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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 | $126,337 | $135,645-6.9% | $110,243+14.6% | $135,379-6.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.05% | 513.24%-516.3pp | 314.76%-317.8pp | 519.79%-522.8pp |
| Employer contribution / active EE | $5,078 | $4,907+3.5% | $3,827+32.7% | $4,779+6.3% |
| Participant deferral / active EE | $17,462 | $5,507+217.1% | $4,672+273.7% | $5,609+211.3% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |