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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 | $143,726 | $138,114+4.1% | $125,391+14.6% | $134,545+6.8% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -15.36% | 750.88%-766.2pp | 572.41%-587.8pp | 418.37%-433.7pp |
| Employer contribution / active EE | $12,643 | $5,246+141.0% | $4,816+162.5% | $4,742+166.6% |
| Participant deferral / active EE | $9,464 | $7,801+21.3% | $7,448+27.1% | $6,401+47.8% |
| Admin fee / account holder | -$41 | $11,570-100.4% | $10,009-100.4% | $11,431-100.4% |