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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 | $53,255 | $138,075-61.4% | $123,552-56.9% | $135,379-60.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.91% | 153.70%-155.6pp | 119.20%-121.1pp | 519.79%-521.7pp |
| Employer contribution / active EE | $9,267 | $5,152+79.9% | $4,628+100.2% | $4,779+93.9% |
| Participant deferral / active EE | $7,847 | $6,800+15.4% | $6,426+22.1% | $5,609+39.9% |
| Admin fee / account holder | $41 | $10,917-99.6% | $9,285-99.6% | $10,828-99.6% |