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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 | $185,585 | $138,102+34.4% | $125,381+48.0% | $134,532+37.9% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -16.72% | 750.73%-767.4pp | 572.31%-589.0pp | 418.27%-435.0pp |
| Employer contribution / active EE | $3,209 | $5,245-38.8% | $4,815-33.4% | $4,741-32.3% |
| Participant deferral / active EE | $10,925 | $7,801+40.1% | $7,448+46.7% | $6,401+70.7% |
| Admin fee / account holder | $145 | $11,568-98.7% | $10,007-98.5% | $11,429-98.7% |