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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 | $186,924 | $190,879-2.1% | $160,009+16.8% | $134,532+38.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -13.06% | 552.63%-565.7pp | 408.85%-421.9pp | 418.27%-431.3pp |
| Employer contribution / active EE | $3,343 | $4,995-33.1% | $4,225-20.9% | $4,741-29.5% |
| Participant deferral / active EE | $9,991 | $6,924+44.3% | $6,183+61.6% | $6,401+56.1% |
| Admin fee / account holder | $158 | $10,495-98.5% | $8,715-98.2% | $11,429-98.6% |