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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 | $192,878 | $138,102+39.7% | $125,381+53.8% | $134,532+43.4% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -18.33% | 750.73%-769.1pp | 572.31%-590.6pp | 418.27%-436.6pp |
| Employer contribution / active EE | $3,492 | $5,245-33.4% | $4,815-27.5% | $4,741-26.3% |
| Participant deferral / active EE | $11,120 | $7,801+42.6% | $7,448+49.3% | $6,401+73.7% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |