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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 | $216,982 | $180,459+20.2% | $154,108+40.8% | $135,380+60.3% |
| Participation rate | 84.6% | 87.4%-2.8pp | 83.0%+1.6pp | 82.6%+2.0pp |
| Annual return | -7.17% | 888.21%-895.4pp | 735.21%-742.4pp | 519.81%-527.0pp |
| Employer contribution / active EE | $4,342 | $6,035-28.0% | $5,298-18.0% | $4,779-9.1% |
| Participant deferral / active EE | $5,975 | $5,806+2.9% | $5,081+17.6% | $5,609+6.5% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |