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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 | $148,221 | $138,076+7.3% | $123,553+20.0% | $135,380+9.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.06% | 153.70%-159.8pp | 119.21%-125.3pp | 519.81%-525.9pp |
| Employer contribution / active EE | $5,248 | $5,152+1.9% | $4,628+13.4% | $4,779+9.8% |
| Participant deferral / active EE | $8,438 | $6,800+24.1% | $6,426+31.3% | $5,609+50.4% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |