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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 | $219,423 | $138,075+58.9% | $123,552+77.6% | $135,379+62.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.21% | 153.70%-158.9pp | 119.20%-124.4pp | 519.79%-525.0pp |
| Employer contribution / active EE | $13,316 | $5,152+158.5% | $4,628+187.7% | $4,779+178.6% |
| Participant deferral / active EE | $12,175 | $6,800+79.1% | $6,426+89.5% | $5,609+117.1% |
| Admin fee / account holder | $37 | $10,917-99.7% | $9,285-99.6% | $10,828-99.7% |