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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 | $37,722 | $138,102-72.7% | $125,381-69.9% | $134,532-72.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.44% | 750.73%-767.2pp | 572.31%-588.7pp | 418.27%-434.7pp |
| Employer contribution / active EE | $5,813 | $5,245+10.8% | $4,815+20.7% | $4,741+22.6% |
| Participant deferral / active EE | $13,324 | $7,801+70.8% | $7,448+78.9% | $6,401+108.2% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |