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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 | $153,358 | $138,076+11.1% | $123,553+24.1% | $135,380+13.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.25% | 153.70%-160.9pp | 119.21%-126.5pp | 519.81%-527.1pp |
| Employer contribution / active EE | $7,533 | $5,152+46.2% | $4,628+62.8% | $4,779+57.6% |
| Participant deferral / active EE | $11,417 | $6,800+67.9% | $6,426+77.7% | $5,609+103.5% |
| Admin fee / account holder | $43 | $10,917-99.6% | $9,284-99.5% | $10,828-99.6% |