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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 | $84,119 | $138,072-39.1% | $123,549-31.9% | $135,382-37.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.00% | 153.69%-161.7pp | 119.20%-127.2pp | 519.77%-527.8pp |
| Employer contribution / active EE | $4,760 | $5,152-7.6% | $4,628+2.9% | $4,779-0.4% |
| Participant deferral / active EE | $11,654 | $6,799+71.4% | $6,426+81.4% | $5,609+107.8% |
| Admin fee / account holder | $35 | $10,917-99.7% | $9,284-99.6% | $10,829-99.7% |