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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 | $108,751 | $180,459-39.7% | $154,108-29.4% | $135,380-19.7% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -6.98% | 888.21%-895.2pp | 735.21%-742.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $6,943 | $6,035+15.0% | $5,298+31.1% | $4,779+45.3% |
| Participant deferral / active EE | $6,070 | $5,806+4.5% | $5,081+19.5% | $5,609+8.2% |
| Admin fee / account holder | $293 | $16,145-98.2% | $13,411-97.8% | $10,828-97.3% |