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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 | $198,350 | $138,114+43.6% | $125,391+58.2% | $134,545+47.4% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -19.49% | 750.88%-770.4pp | 572.41%-591.9pp | 418.37%-437.9pp |
| Employer contribution / active EE | $4,490 | $5,246-14.4% | $4,816-6.8% | $4,742-5.3% |
| Participant deferral / active EE | $12,535 | $7,801+60.7% | $7,448+68.3% | $6,401+95.8% |
| Admin fee / account holder | $75 | $11,570-99.4% | $10,009-99.2% | $11,431-99.3% |