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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 | $83,783 | $138,076-39.3% | $123,553-32.2% | $135,380-38.1% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -7.05% | 153.70%-160.7pp | 119.21%-126.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $11,247 | $5,152+118.3% | $4,628+143.0% | $4,779+135.3% |
| Participant deferral / active EE | $9,991 | $6,800+46.9% | $6,426+55.5% | $5,609+78.1% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |