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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 | $183,492 | $190,916-3.9% | $160,037+14.7% | $134,545+36.4% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -19.40% | 552.79%-572.2pp | 408.95%-428.4pp | 418.37%-437.8pp |
| Employer contribution / active EE | $3,446 | $4,996-31.0% | $4,226-18.5% | $4,742-27.3% |
| Participant deferral / active EE | $10,808 | $6,925+56.1% | $6,184+74.8% | $6,401+68.8% |
| Admin fee / account holder | $0 | $10,497-100.0% | $8,716-100.0% | $11,431-100.0% |