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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 | $179,874 | $160,059+12.4% | $140,019+28.5% | $135,380+32.9% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.5%-2.9pp | 82.6%+2.0pp |
| Annual return | -6.26% | 911.48%-917.7pp | 651.17%-657.4pp | 519.81%-526.1pp |
| Employer contribution / active EE | $5,260 | $6,420-18.1% | $5,605-6.2% | $4,779+10.1% |
| Participant deferral / active EE | $6,605 | $7,641-13.6% | $6,927-4.6% | $5,609+17.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |