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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 | $166,776 | $138,114+20.8% | $125,391+33.0% | $134,545+24.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.05% | 750.88%-750.8pp | 572.41%-572.4pp | 418.37%-418.3pp |
| Employer contribution / active EE | $3,780 | $5,246-27.9% | $4,816-21.5% | $4,742-20.3% |
| Participant deferral / active EE | $7,463 | $7,801-4.3% | $7,448+0.2% | $6,401+16.6% |
| Admin fee / account holder | $248 | $11,570-97.9% | $10,009-97.5% | $11,431-97.8% |