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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 | $144,297 | $138,078+4.5% | $125,363+15.1% | $134,509+7.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.18% | 750.49%-766.7pp | 572.15%-588.3pp | 418.13%-434.3pp |
| Employer contribution / active EE | $1,930 | $5,245-63.2% | $4,815-59.9% | $4,741-59.3% |
| Participant deferral / active EE | $8,996 | $7,800+15.3% | $7,447+20.8% | $6,400+40.6% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |