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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 | $168,739 | $135,645+24.4% | $110,243+53.1% | $135,380+24.6% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | 0.52% | 513.24%-512.7pp | 314.76%-314.2pp | 519.81%-519.3pp |
| Employer contribution / active EE | $2,459 | $4,907-49.9% | $3,827-35.7% | $4,779-48.5% |
| Participant deferral / active EE | $5,717 | $5,507+3.8% | $4,672+22.4% | $5,609+1.9% |
| Admin fee / account holder | $43 | $11,458-99.6% | $8,548-99.5% | $10,828-99.6% |