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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 | $187,024 | $190,879-2.0% | $160,009+16.9% | $134,532+39.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -3.45% | 552.63%-556.1pp | 408.85%-412.3pp | 418.27%-421.7pp |
| Employer contribution / active EE | $14,020 | $4,995+180.7% | $4,225+231.8% | $4,741+195.7% |
| Participant deferral / active EE | $7,714 | $6,924+11.4% | $6,183+24.8% | $6,401+20.5% |
| Admin fee / account holder | $288 | $10,495-97.3% | $8,715-96.7% | $11,429-97.5% |