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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 | $49,464 | $180,466-72.6% | $154,114-67.9% | $135,382-63.5% |
| Participation rate | 93.3% | 87.4%+5.9pp | 83.0%+10.3pp | 82.6%+10.7pp |
| Annual return | -3.66% | 888.15%-891.8pp | 735.16%-738.8pp | 519.77%-523.4pp |
| Employer contribution / active EE | $3,270 | $6,035-45.8% | $5,298-38.3% | $4,779-31.6% |
| Participant deferral / active EE | $5,507 | $5,806-5.2% | $5,081+8.4% | $5,609-1.8% |
| Admin fee / account holder | $254 | $16,144-98.4% | $13,411-98.1% | $10,829-97.7% |