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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 | $74,077 | $138,076-46.4% | $123,553-40.0% | $135,380-45.3% |
| Participation rate | 88.2% | 84.7%+3.5pp | 82.3%+5.9pp | 82.6%+5.6pp |
| Annual return | -7.45% | 153.70%-161.1pp | 119.21%-126.7pp | 519.81%-527.3pp |
| Employer contribution / active EE | $6,839 | $5,152+32.8% | $4,628+47.8% | $4,779+43.1% |
| Participant deferral / active EE | $5,360 | $6,800-21.2% | $6,426-16.6% | $5,609-4.4% |
| Admin fee / account holder | $17 | $10,917-99.8% | $9,284-99.8% | $10,828-99.8% |