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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 | $132,197 | $183,978-28.1% | $162,171-18.5% | $152,885-13.5% |
| Participation rate | 94.7% | 88.5%+6.2pp | 87.6%+7.2pp | 82.5%+12.3pp |
| Annual return | 0.00% | 150.78%-150.8pp | 115.60%-115.6pp | 345.39%-345.4pp |
| Employer contribution / active EE | $3,133 | $6,370-50.8% | $5,613-44.2% | $4,763-34.2% |
| Participant deferral / active EE | $7,881 | $8,033-1.9% | $7,297+8.0% | $5,851+34.7% |
| Admin fee / account holder | $110 | $13,122-99.2% | $10,843-99.0% | $11,598-99.1% |