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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 | $129,500 | $135,645-4.5% | $110,243+17.5% | $135,380-4.3% |
| Participation rate | 95.0% | 83.5%+11.5pp | 79.8%+15.2pp | 82.6%+12.4pp |
| Annual return | -6.20% | 513.24%-519.4pp | 314.76%-321.0pp | 519.81%-526.0pp |
| Employer contribution / active EE | $4,287 | $4,907-12.6% | $3,827+12.0% | $4,779-10.3% |
| Participant deferral / active EE | $10,524 | $5,507+91.1% | $4,672+125.3% | $5,609+87.6% |
| Admin fee / account holder | $135 | $11,458-98.8% | $8,548-98.4% | $10,828-98.8% |