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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 | $168,149 | $138,114+21.7% | $125,391+34.1% | $134,545+25.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.41% | 750.88%-766.3pp | 572.41%-587.8pp | 418.37%-433.8pp |
| Employer contribution / active EE | $5,010 | $5,246-4.5% | $4,816+4.0% | $4,742+5.7% |
| Participant deferral / active EE | $19,695 | $7,801+152.5% | $7,448+164.4% | $6,401+207.7% |
| Admin fee / account holder | $186 | $11,570-98.4% | $10,009-98.1% | $11,431-98.4% |