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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 | $194,799 | $138,076+41.1% | $123,553+57.7% | $135,380+43.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.91% | 153.70%-159.6pp | 119.21%-125.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $11,604 | $5,152+125.2% | $4,628+150.7% | $4,779+142.8% |
| Participant deferral / active EE | $16,358 | $6,800+140.6% | $6,426+154.6% | $5,609+191.6% |
| Admin fee / account holder | $21 | $10,917-99.8% | $9,284-99.8% | $10,828-99.8% |