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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 | $133,423 | $138,075-3.4% | $123,552+8.0% | $135,379-1.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.81% | 153.70%-157.5pp | 119.20%-123.0pp | 519.79%-523.6pp |
| Employer contribution / active EE | $7,223 | $5,152+40.2% | $4,628+56.1% | $4,779+51.1% |
| Participant deferral / active EE | $5,094 | $6,800-25.1% | $6,426-20.7% | $5,609-9.2% |
| Admin fee / account holder | $24 | $10,917-99.8% | $9,285-99.7% | $10,828-99.8% |