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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 | $196,434 | $138,076+42.3% | $123,553+59.0% | $135,380+45.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.29% | 153.70%-162.0pp | 119.21%-127.5pp | 519.81%-528.1pp |
| Employer contribution / active EE | $19,662 | $5,152+281.7% | $4,628+324.9% | $4,779+311.4% |
| Participant deferral / active EE | $13,620 | $6,800+100.3% | $6,426+112.0% | $5,609+142.8% |
| Admin fee / account holder | $96 | $10,917-99.1% | $9,284-99.0% | $10,828-99.1% |