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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 | $240,977 | $138,076+74.5% | $123,553+95.0% | $135,380+78.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.88% | 153.70%-155.6pp | 119.21%-121.1pp | 519.81%-521.7pp |
| Employer contribution / active EE | $11,086 | $5,152+115.2% | $4,628+139.5% | $4,779+132.0% |
| Participant deferral / active EE | $9,943 | $6,800+46.2% | $6,426+54.7% | $5,609+77.3% |
| Admin fee / account holder | $45 | $10,917-99.6% | $9,284-99.5% | $10,828-99.6% |