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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 | $45,189 | $138,102-67.3% | $125,381-64.0% | $134,532-66.4% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -14.04% | 750.73%-764.8pp | 572.31%-586.3pp | 418.27%-432.3pp |
| Employer contribution / active EE | $6,306 | $5,245+20.2% | $4,815+31.0% | $4,741+33.0% |
| Participant deferral / active EE | $13,713 | $7,801+75.8% | $7,448+84.1% | $6,401+114.2% |
| Admin fee / account holder | $251 | $11,568-97.8% | $10,007-97.5% | $11,429-97.8% |