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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 | $120,645 | $138,076-12.6% | $123,553-2.4% | $135,380-10.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.51% | 153.70%-159.2pp | 119.21%-124.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $9,905 | $5,152+92.3% | $4,628+114.0% | $4,779+107.3% |
| Participant deferral / active EE | $11,286 | $6,800+66.0% | $6,426+75.6% | $5,609+101.2% |
| Admin fee / account holder | $95 | $10,917-99.1% | $9,284-99.0% | $10,828-99.1% |