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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 | $126,640 | $135,645-6.6% | $110,243+14.9% | $135,379-6.5% |
| Participation rate | 73.7% | 83.5%-9.8pp | 79.8%-6.1pp | 82.6%-9.0pp |
| Annual return | -5.41% | 513.24%-518.6pp | 314.76%-320.2pp | 519.79%-525.2pp |
| Employer contribution / active EE | $3,171 | $4,907-35.4% | $3,827-17.1% | $4,779-33.7% |
| Participant deferral / active EE | $6,100 | $5,507+10.8% | $4,672+30.6% | $5,609+8.8% |
| Admin fee / account holder | $34 | $11,458-99.7% | $8,548-99.6% | $10,828-99.7% |