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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 | $67,163 | $180,459-62.8% | $154,108-56.4% | $135,380-50.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.73% | 888.21%-894.9pp | 735.21%-741.9pp | 519.81%-526.5pp |
| Employer contribution / active EE | $6,204 | $6,035+2.8% | $5,298+17.1% | $4,779+29.8% |
| Participant deferral / active EE | $4,422 | $5,806-23.8% | $5,081-13.0% | $5,609-21.2% |
| Admin fee / account holder | $66 | $16,145-99.6% | $13,411-99.5% | $10,828-99.4% |