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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 | $119,513 | $180,466-33.8% | $154,114-22.5% | $135,382-11.7% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -5.27% | 888.15%-893.4pp | 735.16%-740.4pp | 519.77%-525.0pp |
| Employer contribution / active EE | $3,607 | $6,035-40.2% | $5,298-31.9% | $4,779-24.5% |
| Participant deferral / active EE | $6,908 | $5,806+19.0% | $5,081+36.0% | $5,609+23.2% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |