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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 | $200,781 | $190,862+5.2% | $159,991+25.5% | $134,509+49.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -12.34% | 552.59%-564.9pp | 408.82%-421.2pp | 418.13%-430.5pp |
| Employer contribution / active EE | $3,801 | $4,995-23.9% | $4,225-10.0% | $4,741-19.8% |
| Participant deferral / active EE | $19,003 | $6,924+174.5% | $6,183+207.4% | $6,400+196.9% |
| Admin fee / account holder | $24 | $10,495-99.8% | $8,715-99.7% | $11,427-99.8% |