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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 | $191,499 | $138,114+38.7% | $125,391+52.7% | $134,545+42.3% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -12.92% | 750.88%-763.8pp | 572.41%-585.3pp | 418.37%-431.3pp |
| Employer contribution / active EE | $2,643 | $5,246-49.6% | $4,816-45.1% | $4,742-44.3% |
| Participant deferral / active EE | $11,062 | $7,801+41.8% | $7,448+48.5% | $6,401+72.8% |
| Admin fee / account holder | $141 | $11,570-98.8% | $10,009-98.6% | $11,431-98.8% |