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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 | $69,821 | $138,076-49.4% | $123,553-43.5% | $135,380-48.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.45% | 153.70%-159.1pp | 119.21%-124.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $7,362 | $5,152+42.9% | $4,628+59.1% | $4,779+54.0% |
| Participant deferral / active EE | $8,699 | $6,800+27.9% | $6,426+35.4% | $5,609+55.1% |
| Admin fee / account holder | $283 | $10,917-97.4% | $9,284-97.0% | $10,828-97.4% |