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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 | $240,142 | $138,076+73.9% | $123,553+94.4% | $135,380+77.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.54% | 153.70%-161.2pp | 119.21%-126.7pp | 519.81%-527.3pp |
| Employer contribution / active EE | $15,166 | $5,152+194.4% | $4,628+227.7% | $4,779+217.3% |
| Participant deferral / active EE | $12,322 | $6,800+81.2% | $6,426+91.8% | $5,609+119.7% |
| Admin fee / account holder | $101 | $10,917-99.1% | $9,284-98.9% | $10,828-99.1% |