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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 | $45,320 | $180,462-74.9% | $154,111-70.6% | $135,379-66.5% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -6.76% | 888.17%-894.9pp | 735.18%-741.9pp | 519.79%-526.6pp |
| Employer contribution / active EE | $5,508 | $6,036-8.7% | $5,298+4.0% | $4,779+15.3% |
| Participant deferral / active EE | $6,527 | $5,806+12.4% | $5,081+28.5% | $5,609+16.4% |
| Admin fee / account holder | $29 | $16,145-99.8% | $13,411-99.8% | $10,828-99.7% |