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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 | $155,620 | $138,076+12.7% | $123,553+26.0% | $135,380+15.0% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -8.67% | 153.70%-162.4pp | 119.21%-127.9pp | 519.81%-528.5pp |
| Employer contribution / active EE | $17,904 | $5,152+247.5% | $4,628+286.8% | $4,779+274.6% |
| Participant deferral / active EE | $4,161 | $6,800-38.8% | $6,426-35.2% | $5,609-25.8% |
| Admin fee / account holder | $30 | $10,917-99.7% | $9,284-99.7% | $10,828-99.7% |