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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 | $90,940 | $138,072-34.1% | $123,549-26.4% | $135,382-32.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.45% | 153.69%-161.1pp | 119.20%-126.7pp | 519.77%-527.2pp |
| Employer contribution / active EE | $4,790 | $5,152-7.0% | $4,628+3.5% | $4,779+0.2% |
| Participant deferral / active EE | $13,080 | $6,799+92.4% | $6,426+103.5% | $5,609+133.2% |
| Admin fee / account holder | $147 | $10,917-98.7% | $9,284-98.4% | $10,829-98.6% |