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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 | $133,396 | $138,075-3.4% | $123,552+8.0% | $135,379-1.5% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -0.53% | 153.70%-154.2pp | 119.20%-119.7pp | 519.79%-520.3pp |
| Employer contribution / active EE | $9,575 | $5,152+85.9% | $4,628+106.9% | $4,779+100.4% |
| Participant deferral / active EE | $6,226 | $6,800-8.4% | $6,426-3.1% | $5,609+11.0% |
| Admin fee / account holder | $73 | $10,917-99.3% | $9,285-99.2% | $10,828-99.3% |