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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 | $55,849 | $138,076-59.6% | $123,553-54.8% | $135,380-58.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.72% | 153.70%-159.4pp | 119.21%-124.9pp | 519.81%-525.5pp |
| Employer contribution / active EE | $21,071 | $5,152+309.0% | $4,628+355.3% | $4,779+340.9% |
| Participant deferral / active EE | $14,538 | $6,800+113.8% | $6,426+126.2% | $5,609+159.2% |
| Admin fee / account holder | $115 | $10,917-98.9% | $9,284-98.8% | $10,828-98.9% |