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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 | $118,694 | $106,549+11.4% | $91,225+30.1% | $134,509-11.8% |
| Participation rate | 92.3% | 76.8%+15.5pp | 73.2%+19.1pp | 81.2%+11.1pp |
| Annual return | -11.22% | 160.73%-172.0pp | 114.10%-125.3pp | 418.13%-429.4pp |
| Employer contribution / active EE | $5,862 | $3,331+76.0% | $2,851+105.6% | $4,741+23.7% |
| Participant deferral / active EE | $6,659 | $4,719+41.1% | $4,234+57.3% | $6,400+4.0% |
| Admin fee / account holder | $21 | $6,234-99.7% | $5,422-99.6% | $11,427-99.8% |