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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 | $240,773 | $138,076+74.4% | $123,553+94.9% | $135,380+77.8% |
| Participation rate | 94.7% | 84.7%+10.0pp | 82.3%+12.4pp | 82.6%+12.1pp |
| Annual return | -6.88% | 153.70%-160.6pp | 119.21%-126.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $12,629 | $5,152+145.1% | $4,628+172.9% | $4,779+164.3% |
| Participant deferral / active EE | $9,212 | $6,800+35.5% | $6,426+43.4% | $5,609+64.2% |
| Admin fee / account holder | $13 | $10,917-99.9% | $9,284-99.9% | $10,828-99.9% |