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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 | $243,612 | $180,459+35.0% | $154,108+58.1% | $135,380+79.9% |
| Participation rate | 70.0% | 87.4%-17.4pp | 83.0%-13.0pp | 82.6%-12.6pp |
| Annual return | -6.04% | 888.21%-894.3pp | 735.21%-741.2pp | 519.81%-525.9pp |
| Employer contribution / active EE | $2,654 | $6,035-56.0% | $5,298-49.9% | $4,779-44.5% |
| Participant deferral / active EE | $5,392 | $5,806-7.1% | $5,081+6.1% | $5,609-3.9% |
| Admin fee / account holder | $50 | $16,145-99.7% | $13,411-99.6% | $10,828-99.5% |