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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 | $51,268 | $138,075-62.9% | $123,552-58.5% | $135,379-62.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.12% | 153.70%-162.8pp | 119.20%-128.3pp | 519.79%-528.9pp |
| Employer contribution / active EE | $7,424 | $5,152+44.1% | $4,628+60.4% | $4,779+55.3% |
| Participant deferral / active EE | $10,032 | $6,800+47.5% | $6,426+56.1% | $5,609+78.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |