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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 | $190,239 | $138,076+37.8% | $123,553+54.0% | $135,380+40.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.01% | 153.70%-160.7pp | 119.21%-126.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $7,772 | $5,152+50.9% | $4,628+67.9% | $4,779+62.6% |
| Participant deferral / active EE | $15,713 | $6,800+131.1% | $6,426+144.5% | $5,609+180.1% |
| Admin fee / account holder | $272 | $10,917-97.5% | $9,284-97.1% | $10,828-97.5% |