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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 | $243,796 | $138,075+76.6% | $123,552+97.3% | $135,379+80.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.15% | 153.70%-161.9pp | 119.20%-127.4pp | 519.79%-527.9pp |
| Employer contribution / active EE | $4,778 | $5,152-7.3% | $4,628+3.2% | $4,7790% |
| Participant deferral / active EE | $10,062 | $6,800+48.0% | $6,426+56.6% | $5,609+79.4% |
| Admin fee / account holder | $74 | $10,917-99.3% | $9,285-99.2% | $10,828-99.3% |