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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 | $75,190 | $138,102-45.6% | $125,381-40.0% | $134,532-44.1% |
| Participation rate | 94.4% | 84.5%+9.9pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -15.80% | 750.73%-766.5pp | 572.31%-588.1pp | 418.27%-434.1pp |
| Employer contribution / active EE | $12,386 | $5,245+136.1% | $4,815+157.2% | $4,741+161.2% |
| Participant deferral / active EE | $13,592 | $7,801+74.2% | $7,448+82.5% | $6,401+112.3% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |