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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 | $159,241 | $82,678+92.6% | $125,391+27.0% | $68,490+132.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.35% | -5.97%-7.4pp | 572.41%-585.8pp | -7.85%-5.5pp |
| Employer contribution / active EE | $7,531 | $3,382+122.7% | $4,816+56.4% | $2,597+190.0% |
| Participant deferral / active EE | $7,550 | $6,111+23.5% | $7,448+1.4% | $4,028+87.4% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,009-100.0% | $5,403-100.0% |