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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 | $164,820 | $135,645+21.5% | $110,243+49.5% | $135,380+21.7% |
| Participation rate | 87.0% | 83.5%+3.5pp | 79.8%+7.1pp | 82.6%+4.3pp |
| Annual return | -4.99% | 513.24%-518.2pp | 314.76%-319.8pp | 519.81%-524.8pp |
| Employer contribution / active EE | $3,165 | $4,907-35.5% | $3,827-17.3% | $4,779-33.8% |
| Participant deferral / active EE | $7,093 | $5,507+28.8% | $4,672+51.8% | $5,609+26.5% |
| Admin fee / account holder | $159 | $11,458-98.6% | $8,548-98.1% | $10,828-98.5% |