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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 | $74,246 | $138,072-46.2% | $123,549-39.9% | $135,382-45.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.07% | 153.69%-158.8pp | 119.20%-124.3pp | 519.77%-524.8pp |
| Employer contribution / active EE | $12,744 | $5,152+147.4% | $4,628+175.4% | $4,779+166.7% |
| Participant deferral / active EE | $9,330 | $6,799+37.2% | $6,426+45.2% | $5,609+66.3% |
| Admin fee / account holder | $13 | $10,917-99.9% | $9,284-99.9% | $10,829-99.9% |