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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 | $184,603 | $138,076+33.7% | $123,553+49.4% | $135,380+36.4% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -8.33% | 153.70%-162.0pp | 119.21%-127.5pp | 519.81%-528.1pp |
| Employer contribution / active EE | $13,639 | $5,152+164.8% | $4,628+194.7% | $4,779+185.4% |
| Participant deferral / active EE | $7,757 | $6,800+14.1% | $6,426+20.7% | $5,609+38.3% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |