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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 | $97,553 | $138,076-29.3% | $123,553-21.0% | $135,380-27.9% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -8.71% | 153.70%-162.4pp | 119.21%-127.9pp | 519.81%-528.5pp |
| Employer contribution / active EE | $13,844 | $5,152+168.7% | $4,628+199.1% | $4,779+189.7% |
| Participant deferral / active EE | $7,085 | $6,800+4.2% | $6,426+10.3% | $5,609+26.3% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |