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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 | $169,914 | $190,879-11.0% | $160,009+6.2% | $134,532+26.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.99% | 552.63%-570.6pp | 408.85%-426.8pp | 418.27%-436.3pp |
| Employer contribution / active EE | $18,508 | $4,995+270.5% | $4,225+338.0% | $4,741+290.4% |
| Participant deferral / active EE | $22,667 | $6,924+227.4% | $6,183+266.6% | $6,401+254.1% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |