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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 | $164,190 | $138,076+18.9% | $123,553+32.9% | $135,380+21.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.92% | 153.70%-157.6pp | 119.21%-123.1pp | 519.81%-523.7pp |
| Employer contribution / active EE | $2,475 | $5,152-52.0% | $4,628-46.5% | $4,779-48.2% |
| Participant deferral / active EE | $21,000 | $6,800+208.8% | $6,426+226.8% | $5,609+274.4% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |