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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 | $203,055 | $138,075+47.1% | $123,552+64.3% | $135,379+50.0% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -7.10% | 153.70%-160.8pp | 119.20%-126.3pp | 519.79%-526.9pp |
| Employer contribution / active EE | $12,915 | $5,152+150.7% | $4,628+179.1% | $4,779+170.3% |
| Participant deferral / active EE | $3,001 | $6,800-55.9% | $6,426-53.3% | $5,609-46.5% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |