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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 | $26,656 | $138,076-80.7% | $123,553-78.4% | $135,380-80.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.95% | 153.70%-159.6pp | 119.21%-125.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $7,117 | $5,152+38.1% | $4,628+53.8% | $4,779+48.9% |
| Participant deferral / active EE | $3,322 | $6,800-51.1% | $6,426-48.3% | $5,609-40.8% |
| Admin fee / account holder | $206 | $10,917-98.1% | $9,284-97.8% | $10,828-98.1% |