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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 | $135,349 | $180,459-25.0% | $154,108-12.2% | $135,3800% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.56% | 888.21%-888.8pp | 735.21%-735.8pp | 519.81%-520.4pp |
| Employer contribution / active EE | $10,485 | $6,035+73.7% | $5,298+97.9% | $4,779+119.4% |
| Participant deferral / active EE | $6,628 | $5,806+14.1% | $5,081+30.4% | $5,609+18.2% |
| Admin fee / account holder | $203 | $16,145-98.7% | $13,411-98.5% | $10,828-98.1% |