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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 | $90,148 | $138,114-34.7% | $125,391-28.1% | $134,545-33.0% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -6.45% | 750.88%-757.3pp | 572.41%-578.9pp | 418.37%-424.8pp |
| Employer contribution / active EE | $8,731 | $5,246+66.4% | $4,816+81.3% | $4,742+84.1% |
| Participant deferral / active EE | $9,562 | $7,801+22.6% | $7,448+28.4% | $6,401+49.4% |
| Admin fee / account holder | $280 | $11,570-97.6% | $10,009-97.2% | $11,431-97.6% |