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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 | $137,387 | $190,916-28.0% | $160,037-14.2% | $134,545+2.1% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.0%+10.9pp | 81.2%+7.7pp |
| Annual return | -16.21% | 552.79%-569.0pp | 408.95%-425.2pp | 418.37%-434.6pp |
| Employer contribution / active EE | $16,995 | $4,996+240.2% | $4,226+302.2% | $4,742+258.4% |
| Participant deferral / active EE | $15,154 | $6,925+118.8% | $6,184+145.1% | $6,401+136.7% |
| Admin fee / account holder | $6 | $10,497-99.9% | $8,716-99.9% | $11,431-99.9% |