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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 | $166,051 | $138,076+20.3% | $123,553+34.4% | $135,380+22.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.62% | 153.70%-158.3pp | 119.21%-123.8pp | 519.81%-524.4pp |
| Employer contribution / active EE | $20,344 | $5,152+294.9% | $4,628+339.6% | $4,779+325.7% |
| Participant deferral / active EE | $8,906 | $6,800+31.0% | $6,426+38.6% | $5,609+58.8% |
| Admin fee / account holder | $13 | $10,917-99.9% | $9,284-99.9% | $10,828-99.9% |