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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 | $125,970 | $180,459-30.2% | $154,108-18.3% | $135,380-7.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.03% | 888.21%-889.2pp | 735.21%-736.2pp | 519.81%-520.8pp |
| Employer contribution / active EE | $1,757 | $6,035-70.9% | $5,298-66.8% | $4,779-63.2% |
| Participant deferral / active EE | $8,567 | $5,806+47.5% | $5,081+68.6% | $5,609+52.7% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |