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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 | $180,406 | $190,879-5.5% | $160,009+12.7% | $134,532+34.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.27% | 552.63%-569.9pp | 408.85%-426.1pp | 418.27%-435.5pp |
| Employer contribution / active EE | $20,006 | $4,995+300.5% | $4,225+373.5% | $4,741+322.0% |
| Participant deferral / active EE | $8,138 | $6,924+17.5% | $6,183+31.6% | $6,401+27.1% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |