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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 | $125,682 | $138,102-9.0% | $125,381+0.2% | $134,532-6.6% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -20.25% | 750.73%-771.0pp | 572.31%-592.6pp | 418.27%-438.5pp |
| Employer contribution / active EE | $3,173 | $5,245-39.5% | $4,815-34.1% | $4,741-33.1% |
| Participant deferral / active EE | $4,371 | $7,801-44.0% | $7,448-41.3% | $6,401-31.7% |
| Admin fee / account holder | $9 | $11,568-99.9% | $10,007-99.9% | $11,429-99.9% |