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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 | $191,938 | $138,078+39.0% | $125,363+53.1% | $134,509+42.7% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -12.34% | 750.49%-762.8pp | 572.15%-584.5pp | 418.13%-430.5pp |
| Employer contribution / active EE | $3,133 | $5,245-40.3% | $4,815-34.9% | $4,741-33.9% |
| Participant deferral / active EE | $7,711 | $7,800-1.1% | $7,447+3.5% | $6,400+20.5% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |