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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 | $45,887 | $180,466-74.6% | $154,114-70.2% | $135,382-66.1% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -6.08% | 888.15%-894.2pp | 735.16%-741.2pp | 519.77%-525.9pp |
| Employer contribution / active EE | $6,746 | $6,035+11.8% | $5,298+27.3% | $4,779+41.2% |
| Participant deferral / active EE | $3,207 | $5,806-44.8% | $5,081-36.9% | $5,609-42.8% |
| Admin fee / account holder | $279 | $16,144-98.3% | $13,411-97.9% | $10,829-97.4% |