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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 | $60,427 | $135,639-55.5% | $110,241-45.2% | $135,382-55.4% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -6.96% | 513.21%-520.2pp | 314.75%-321.7pp | 519.77%-526.7pp |
| Employer contribution / active EE | $3,942 | $4,907-19.7% | $3,827+3.0% | $4,779-17.5% |
| Participant deferral / active EE | $7,097 | $5,507+28.9% | $4,672+51.9% | $5,609+26.5% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,548-100.0% | $10,829-100.0% |