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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 | $133,350 | $135,645-1.7% | $110,243+21.0% | $135,380-1.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -1.25% | 513.24%-514.5pp | 314.76%-316.0pp | 519.81%-521.1pp |
| Employer contribution / active EE | $6,070 | $4,907+23.7% | $3,827+58.6% | $4,779+27.0% |
| Participant deferral / active EE | $9,731 | $5,507+76.7% | $4,672+108.3% | $5,609+73.5% |
| Admin fee / account holder | $93 | $11,458-99.2% | $8,548-98.9% | $10,828-99.1% |