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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 | $153,945 | $138,075+11.5% | $123,552+24.6% | $135,379+13.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.44% | 153.70%-155.1pp | 119.20%-120.6pp | 519.79%-521.2pp |
| Employer contribution / active EE | $1,251 | $5,152-75.7% | $4,628-73.0% | $4,779-73.8% |
| Participant deferral / active EE | $15,110 | $6,800+122.2% | $6,426+135.1% | $5,609+169.4% |
| Admin fee / account holder | -$350 | $10,917-103.2% | $9,285-103.8% | $10,828-103.2% |