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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 | $170,407 | $180,462-5.6% | $154,111+10.6% | $135,379+25.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.73% | 888.17%-896.9pp | 735.18%-743.9pp | 519.79%-528.5pp |
| Employer contribution / active EE | $1,849 | $6,036-69.4% | $5,298-65.1% | $4,779-61.3% |
| Participant deferral / active EE | $9,699 | $5,806+67.0% | $5,081+90.9% | $5,609+72.9% |
| Admin fee / account holder | $60 | $16,145-99.6% | $13,411-99.6% | $10,828-99.4% |