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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 | $137,434 | $135,645+1.3% | $110,243+24.7% | $135,379+1.5% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.8%+10.2pp | 82.6%+7.4pp |
| Annual return | -5.77% | 513.24%-519.0pp | 314.76%-320.5pp | 519.79%-525.6pp |
| Employer contribution / active EE | $5,770 | $4,907+17.6% | $3,827+50.8% | $4,779+20.7% |
| Participant deferral / active EE | $9,434 | $5,507+71.3% | $4,672+101.9% | $5,609+68.2% |
| Admin fee / account holder | $191 | $11,458-98.3% | $8,548-97.8% | $10,828-98.2% |