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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 | $142,599 | $180,459-21.0% | $154,108-7.5% | $135,380+5.3% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -5.45% | 888.21%-893.7pp | 735.21%-740.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $5,134 | $6,035-14.9% | $5,298-3.1% | $4,779+7.4% |
| Participant deferral / active EE | $3,933 | $5,806-32.3% | $5,081-22.6% | $5,609-29.9% |
| Admin fee / account holder | $237 | $16,145-98.5% | $13,411-98.2% | $10,828-97.8% |