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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 | $111,172 | $180,459-38.4% | $154,108-27.9% | $135,380-17.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.16% | 888.21%-895.4pp | 735.21%-742.4pp | 519.81%-527.0pp |
| Employer contribution / active EE | $8,220 | $6,035+36.2% | $5,298+55.2% | $4,779+72.0% |
| Participant deferral / active EE | $7,586 | $5,806+30.6% | $5,081+49.3% | $5,609+35.2% |
| Admin fee / account holder | $139 | $16,145-99.1% | $13,411-99.0% | $10,828-98.7% |