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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 | $123,156 | $138,078-10.8% | $125,363-1.8% | $134,509-8.4% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -8.64% | 750.49%-759.1pp | 572.15%-580.8pp | 418.13%-426.8pp |
| Employer contribution / active EE | $15,687 | $5,245+199.1% | $4,815+225.8% | $4,741+230.9% |
| Participant deferral / active EE | $15,993 | $7,800+105.0% | $7,447+114.7% | $6,400+149.9% |
| Admin fee / account holder | $76 | $11,566-99.3% | $10,005-99.2% | $11,427-99.3% |