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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 | $183,897 | $168,635+9.1% | $147,617+24.6% | $125,389+46.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.89% | 77.65%-79.5pp | 61.98%-63.9pp | 282.24%-284.1pp |
| Employer contribution / active EE | $2,400 | $6,252-61.6% | $5,564-56.9% | $4,866-50.7% |
| Participant deferral / active EE | $7,200 | $5,507+30.7% | $4,895+47.1% | $5,352+34.5% |
| Admin fee / account holder | $9 | $13,580-99.9% | $11,612-99.9% | $9,541-99.9% |