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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 | $137,245 | $138,102-0.6% | $125,381+9.5% | $134,532+2.0% |
| Participation rate | 94.7% | 84.5%+10.2pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -16.02% | 750.73%-766.7pp | 572.31%-588.3pp | 418.27%-434.3pp |
| Employer contribution / active EE | $13,681 | $5,245+160.8% | $4,815+184.1% | $4,741+188.6% |
| Participant deferral / active EE | $9,851 | $7,801+26.3% | $7,448+32.3% | $6,401+53.9% |
| Admin fee / account holder | $271 | $11,568-97.7% | $10,007-97.3% | $11,429-97.6% |