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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 | $80,760 | $138,075-41.5% | $123,552-34.6% | $135,379-40.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.40% | 153.70%-161.1pp | 119.20%-126.6pp | 519.79%-527.2pp |
| Employer contribution / active EE | $7,896 | $5,152+53.3% | $4,628+70.6% | $4,779+65.2% |
| Participant deferral / active EE | $7,278 | $6,800+7.0% | $6,426+13.3% | $5,609+29.8% |
| Admin fee / account holder | $282 | $10,917-97.4% | $9,285-97.0% | $10,828-97.4% |