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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 | $145,821 | $180,459-19.2% | $154,108-5.4% | $135,380+7.7% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -7.03% | 888.21%-895.2pp | 735.21%-742.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $5,327 | $6,035-11.7% | $5,298+0.6% | $4,779+11.5% |
| Participant deferral / active EE | $3,032 | $5,806-47.8% | $5,081-40.3% | $5,609-45.9% |
| Admin fee / account holder | $66 | $16,145-99.6% | $13,411-99.5% | $10,828-99.4% |