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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 | $43,614 | $180,459-75.8% | $154,108-71.7% | $135,380-67.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.34% | 888.21%-894.6pp | 735.21%-741.5pp | 519.81%-526.2pp |
| Employer contribution / active EE | $6,774 | $6,035+12.2% | $5,298+27.9% | $4,779+41.7% |
| Participant deferral / active EE | $5,389 | $5,806-7.2% | $5,081+6.1% | $5,609-3.9% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |