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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 | $156,422 | $138,072+13.3% | $123,549+26.6% | $135,382+15.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.62% | 153.69%-157.3pp | 119.20%-122.8pp | 519.77%-523.4pp |
| Employer contribution / active EE | $2,807 | $5,152-45.5% | $4,628-39.3% | $4,779-41.3% |
| Participant deferral / active EE | $5,784 | $6,799-14.9% | $6,426-10.0% | $5,609+3.1% |
| Admin fee / account holder | $17 | $10,917-99.8% | $9,284-99.8% | $10,829-99.8% |