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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 | $222,525 | $138,076+61.2% | $123,553+80.1% | $135,380+64.4% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -8.66% | 153.70%-162.4pp | 119.21%-127.9pp | 519.81%-528.5pp |
| Employer contribution / active EE | $18,110 | $5,152+251.5% | $4,628+291.3% | $4,779+279.0% |
| Participant deferral / active EE | $16,786 | $6,800+146.9% | $6,426+161.2% | $5,609+199.3% |
| Admin fee / account holder | $25 | $10,917-99.8% | $9,284-99.7% | $10,828-99.8% |