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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 | $101,552 | $180,459-43.7% | $154,108-34.1% | $135,380-25.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.01% | 888.21%-891.2pp | 735.21%-738.2pp | 519.81%-522.8pp |
| Employer contribution / active EE | $5,529 | $6,035-8.4% | $5,298+4.4% | $4,779+15.7% |
| Participant deferral / active EE | $12,850 | $5,806+121.3% | $5,081+152.9% | $5,609+129.1% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |