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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 | $86,309 | $180,459-52.2% | $154,108-44.0% | $135,380-36.2% |
| Participation rate | 92.9% | 87.4%+5.4pp | 83.0%+9.8pp | 82.6%+10.2pp |
| Annual return | -3.87% | 888.21%-892.1pp | 735.21%-739.1pp | 519.81%-523.7pp |
| Employer contribution / active EE | $5,519 | $6,035-8.5% | $5,298+4.2% | $4,779+15.5% |
| Participant deferral / active EE | $5,031 | $5,806-13.4% | $5,081-1.0% | $5,609-10.3% |
| Admin fee / account holder | $124 | $16,145-99.2% | $13,411-99.1% | $10,828-98.9% |