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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 | $177,282 | $138,076+28.4% | $123,553+43.5% | $135,380+31.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.35% | 153.70%-157.1pp | 119.21%-122.6pp | 519.81%-523.2pp |
| Employer contribution / active EE | $5,114 | $5,152-0.7% | $4,628+10.5% | $4,779+7.0% |
| Participant deferral / active EE | $9,430 | $6,800+38.7% | $6,426+46.8% | $5,609+68.1% |
| Admin fee / account holder | $54 | $10,917-99.5% | $9,284-99.4% | $10,828-99.5% |