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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 | $124,959 | $138,076-9.5% | $123,553+1.1% | $135,380-7.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.41% | 153.70%-161.1pp | 119.21%-126.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $25,869 | $5,152+402.1% | $4,628+459.0% | $4,779+441.3% |
| Participant deferral / active EE | $15,320 | $6,800+125.3% | $6,426+138.4% | $5,609+173.1% |
| Admin fee / account holder | $15 | $10,917-99.9% | $9,284-99.8% | $10,828-99.9% |