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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 | $97,204 | $138,076-29.6% | $123,553-21.3% | $135,380-28.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.23% | 153.70%-158.9pp | 119.21%-124.4pp | 519.81%-525.0pp |
| Employer contribution / active EE | $9,761 | $5,152+89.5% | $4,628+110.9% | $4,779+104.3% |
| Participant deferral / active EE | $5,356 | $6,800-21.2% | $6,426-16.7% | $5,609-4.5% |
| Admin fee / account holder | $161 | $10,917-98.5% | $9,284-98.3% | $10,828-98.5% |