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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 | $146,198 | $135,645+7.8% | $110,243+32.6% | $135,380+8.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.32% | 513.24%-516.6pp | 314.76%-318.1pp | 519.81%-523.1pp |
| Employer contribution / active EE | $2,027 | $4,907-58.7% | $3,827-47.0% | $4,779-57.6% |
| Participant deferral / active EE | $6,757 | $5,507+22.7% | $4,672+44.6% | $5,609+20.5% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |