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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 | $61,079 | $138,114-55.8% | $125,391-51.3% | $134,545-54.6% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -13.68% | 750.88%-764.6pp | 572.41%-586.1pp | 418.37%-432.0pp |
| Employer contribution / active EE | $5,618 | $5,246+7.1% | $4,816+16.7% | $4,742+18.5% |
| Participant deferral / active EE | $16,490 | $7,801+111.4% | $7,448+121.4% | $6,401+157.6% |
| Admin fee / account holder | $206 | $11,570-98.2% | $10,009-97.9% | $11,431-98.2% |