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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 | $183,683 | $138,076+33.0% | $123,553+48.7% | $135,380+35.7% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -4.77% | 153.70%-158.5pp | 119.21%-124.0pp | 519.81%-524.6pp |
| Employer contribution / active EE | $5,702 | $5,152+10.7% | $4,628+23.2% | $4,779+19.3% |
| Participant deferral / active EE | $7,023 | $6,800+3.3% | $6,426+9.3% | $5,609+25.2% |
| Admin fee / account holder | $195 | $10,917-98.2% | $9,284-97.9% | $10,828-98.2% |