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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 | $138,068-4.5% | $125,358+5.2% | $134,493-2.0% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.2pp |
| Annual return | -19.59% | 750.30%-769.9pp | 572.03%-591.6pp | 418.01%-437.6pp |
| Employer contribution / active EE | $3,425 | $5,244-34.7% | $4,814-28.9% | $4,740-27.7% |
| Participant deferral / active EE | $11,188 | $7,799+43.5% | $7,447+50.2% | $6,400+74.8% |
| Admin fee / account holder | $17 | $11,568-99.9% | $10,007-99.8% | $11,425-99.8% |