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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 | $166,500 | $138,078+20.6% | $125,363+32.8% | $134,509+23.8% |
| Participation rate | 88.2% | 84.5%+3.7pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -14.68% | 750.49%-765.2pp | 572.15%-586.8pp | 418.13%-432.8pp |
| Employer contribution / active EE | $4,634 | $5,245-11.6% | $4,815-3.8% | $4,741-2.2% |
| Participant deferral / active EE | $13,769 | $7,800+76.5% | $7,447+84.9% | $6,400+115.1% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |