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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 | $131,438 | $138,078-4.8% | $125,363+4.8% | $134,509-2.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.54% | 750.49%-769.0pp | 572.15%-590.7pp | 418.13%-436.7pp |
| Employer contribution / active EE | $15,470 | $5,245+195.0% | $4,815+221.3% | $4,741+226.3% |
| Participant deferral / active EE | $12,121 | $7,800+55.4% | $7,447+62.8% | $6,400+89.4% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |