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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 | $110,385 | $138,114-20.1% | $125,391-12.0% | $134,545-18.0% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+10.9pp | 81.2%+12.1pp |
| Annual return | -16.25% | 750.88%-767.1pp | 572.41%-588.7pp | 418.37%-434.6pp |
| Employer contribution / active EE | $6,295 | $5,246+20.0% | $4,816+30.7% | $4,742+32.8% |
| Participant deferral / active EE | $10,915 | $7,801+39.9% | $7,448+46.5% | $6,401+70.5% |
| Admin fee / account holder | $295 | $11,570-97.5% | $10,009-97.1% | $11,431-97.4% |