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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 | $42,483 | $180,462-76.5% | $154,111-72.4% | $135,379-68.6% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -8.36% | 888.17%-896.5pp | 735.18%-743.5pp | 519.79%-528.1pp |
| Employer contribution / active EE | $7,076 | $6,036+17.2% | $5,298+33.6% | $4,779+48.1% |
| Participant deferral / active EE | $6,471 | $5,806+11.4% | $5,081+27.4% | $5,609+15.4% |
| Admin fee / account holder | $40 | $16,145-99.8% | $13,411-99.7% | $10,828-99.6% |