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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 | $168,197 | $190,916-11.9% | $160,037+5.1% | $134,545+25.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.67% | 552.79%-567.5pp | 408.95%-423.6pp | 418.37%-433.0pp |
| Employer contribution / active EE | $3,975 | $4,996-20.4% | $4,226-5.9% | $4,742-16.2% |
| Participant deferral / active EE | $23,750 | $6,925+243.0% | $6,184+284.1% | $6,401+271.0% |
| Admin fee / account holder | $183 | $10,497-98.3% | $8,716-97.9% | $11,431-98.4% |