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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 | $181,196 | $135,645+33.6% | $110,243+64.4% | $135,379+33.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.00% | 513.24%-518.2pp | 314.76%-319.8pp | 519.79%-524.8pp |
| Employer contribution / active EE | $3,133 | $4,907-36.1% | $3,827-18.1% | $4,779-34.4% |
| Participant deferral / active EE | $16,415 | $5,507+198.1% | $4,672+251.3% | $5,609+192.7% |
| Admin fee / account holder | $21 | $11,458-99.8% | $8,548-99.8% | $10,828-99.8% |