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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 | $54,229 | $138,102-60.7% | $125,381-56.7% | $134,532-59.7% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -20.02% | 750.73%-770.7pp | 572.31%-592.3pp | 418.27%-438.3pp |
| Employer contribution / active EE | $10,340 | $5,245+97.1% | $4,815+114.7% | $4,741+118.1% |
| Participant deferral / active EE | $10,846 | $7,801+39.0% | $7,448+45.6% | $6,401+69.4% |
| Admin fee / account holder | $9 | $11,568-99.9% | $10,007-99.9% | $11,429-99.9% |