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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 | $131,846 | $138,114-4.5% | $125,391+5.1% | $134,545-2.0% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.2pp |
| Annual return | -19.59% | 750.88%-770.5pp | 572.41%-592.0pp | 418.37%-438.0pp |
| Employer contribution / active EE | $3,425 | $5,246-34.7% | $4,816-28.9% | $4,742-27.8% |
| Participant deferral / active EE | $11,188 | $7,801+43.4% | $7,448+50.2% | $6,401+74.8% |
| Admin fee / account holder | $17 | $11,570-99.9% | $10,009-99.8% | $11,431-99.8% |