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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 | $151,116 | $160,059-5.6% | $140,019+7.9% | $135,382+11.6% |
| Participation rate | 88.2% | 88.5%-0.3pp | 87.5%+0.7pp | 82.6%+5.6pp |
| Annual return | -6.11% | 911.44%-917.6pp | 651.15%-657.3pp | 519.77%-525.9pp |
| Employer contribution / active EE | $3,934 | $6,420-38.7% | $5,605-29.8% | $4,779-17.7% |
| Participant deferral / active EE | $13,818 | $7,641+80.8% | $6,927+99.5% | $5,609+146.4% |
| Admin fee / account holder | $15 | $13,328-99.9% | $10,705-99.9% | $10,829-99.9% |