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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 | $193,038 | $138,075+39.8% | $123,552+56.2% | $135,379+42.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.01% | 153.70%-161.7pp | 119.20%-127.2pp | 519.79%-527.8pp |
| Employer contribution / active EE | $5,436 | $5,152+5.5% | $4,628+17.5% | $4,779+13.8% |
| Participant deferral / active EE | $9,038 | $6,800+32.9% | $6,426+40.6% | $5,609+61.1% |
| Admin fee / account holder | $40 | $10,917-99.6% | $9,285-99.6% | $10,828-99.6% |