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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 | $114,347 | $180,459-36.6% | $154,108-25.8% | $135,380-15.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.33% | 888.21%-887.9pp | 735.21%-734.9pp | 519.81%-519.5pp |
| Employer contribution / active EE | $6,166 | $6,035+2.2% | $5,298+16.4% | $4,779+29.0% |
| Participant deferral / active EE | $10,625 | $5,806+83.0% | $5,081+109.1% | $5,609+89.4% |
| Admin fee / account holder | $15 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |