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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 | $74,982 | $138,072-45.7% | $123,549-39.3% | $135,382-44.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.65% | 153.69%-157.3pp | 119.20%-122.9pp | 519.77%-523.4pp |
| Employer contribution / active EE | $8,081 | $5,152+56.9% | $4,628+74.6% | $4,779+69.1% |
| Participant deferral / active EE | $8,866 | $6,799+30.4% | $6,426+38.0% | $5,609+58.1% |
| Admin fee / account holder | $187 | $10,917-98.3% | $9,284-98.0% | $10,829-98.3% |