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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 | $178,627 | $138,076+29.4% | $123,553+44.6% | $135,380+31.9% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -7.00% | 153.70%-160.7pp | 119.21%-126.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $7,247 | $5,152+40.7% | $4,628+56.6% | $4,779+51.7% |
| Participant deferral / active EE | $7,833 | $6,800+15.2% | $6,426+21.9% | $5,609+39.7% |
| Admin fee / account holder | $198 | $10,917-98.2% | $9,284-97.9% | $10,828-98.2% |