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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 | $117,287 | $160,059-26.7% | $140,019-16.2% | $135,380-13.4% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -4.91% | 911.48%-916.4pp | 651.17%-656.1pp | 519.81%-524.7pp |
| Employer contribution / active EE | $3,489 | $6,420-45.6% | $5,605-37.8% | $4,779-27.0% |
| Participant deferral / active EE | $9,489 | $7,641+24.2% | $6,927+37.0% | $5,609+69.2% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |