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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 | $151,819 | $138,076+10.0% | $123,553+22.9% | $135,380+12.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.25% | 153.70%-159.9pp | 119.21%-125.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $15,753 | $5,152+205.8% | $4,628+240.4% | $4,779+229.6% |
| Participant deferral / active EE | $11,221 | $6,800+65.0% | $6,426+74.6% | $5,609+100.0% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |