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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 | $50,569 | $138,075-63.4% | $123,552-59.1% | $135,379-62.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.80% | 153.70%-156.5pp | 119.20%-122.0pp | 519.79%-522.6pp |
| Employer contribution / active EE | $7,891 | $5,152+53.2% | $4,628+70.5% | $4,779+65.1% |
| Participant deferral / active EE | $4,757 | $6,800-30.0% | $6,426-26.0% | $5,609-15.2% |
| Admin fee / account holder | $146 | $10,917-98.7% | $9,285-98.4% | $10,828-98.7% |