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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 | $144,542 | $180,459-19.9% | $154,108-6.2% | $135,380+6.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.62% | 888.21%-896.8pp | 735.21%-743.8pp | 519.81%-528.4pp |
| Employer contribution / active EE | $8,248 | $6,035+36.7% | $5,298+55.7% | $4,779+72.6% |
| Participant deferral / active EE | $9,125 | $5,806+57.2% | $5,081+79.6% | $5,609+62.7% |
| Admin fee / account holder | $262 | $16,145-98.4% | $13,411-98.0% | $10,828-97.6% |