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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 | $69,945 | $138,078-49.3% | $125,363-44.2% | $134,509-48.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.51% | 750.49%-764.0pp | 572.15%-585.7pp | 418.13%-431.6pp |
| Employer contribution / active EE | $5,691 | $5,245+8.5% | $4,815+18.2% | $4,741+20.1% |
| Participant deferral / active EE | $5,709 | $7,800-26.8% | $7,447-23.3% | $6,400-10.8% |
| Admin fee / account holder | -$67 | $11,566-100.6% | $10,005-100.7% | $11,427-100.6% |