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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 | $107,162 | $97,729+9.7% | $83,830+27.8% | $135,379-20.8% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -1.91% | 1287.52%-1289.4pp | 850.97%-852.9pp | 519.79%-521.7pp |
| Employer contribution / active EE | $3,192 | $4,222-24.4% | $3,631-12.1% | $4,779-33.2% |
| Participant deferral / active EE | $8,649 | $4,683+84.7% | $4,082+111.9% | $5,609+54.2% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |