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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 | $75,048 | $138,072-45.6% | $123,549-39.3% | $135,382-44.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.36% | 153.69%-158.1pp | 119.20%-123.6pp | 519.77%-524.1pp |
| Employer contribution / active EE | $13,706 | $5,152+166.0% | $4,628+196.2% | $4,779+186.8% |
| Participant deferral / active EE | $6,143 | $6,799-9.7% | $6,426-4.4% | $5,609+9.5% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |