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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 | $45,345 | $138,114-67.2% | $125,391-63.8% | $134,545-66.3% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -19.00% | 750.88%-769.9pp | 572.41%-591.4pp | 418.37%-437.4pp |
| Employer contribution / active EE | $4,379 | $5,246-16.5% | $4,816-9.1% | $4,742-7.6% |
| Participant deferral / active EE | $9,806 | $7,801+25.7% | $7,448+31.7% | $6,401+53.2% |
| Admin fee / account holder | $175 | $11,570-98.5% | $10,009-98.2% | $11,431-98.5% |