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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 | $146,068 | $106,557+37.1% | $91,227+60.1% | $134,545+8.6% |
| Participation rate | 85.7% | 76.8%+8.9pp | 73.2%+12.5pp | 81.2%+4.5pp |
| Annual return | -15.61% | 160.81%-176.4pp | 114.14%-129.7pp | 418.37%-434.0pp |
| Employer contribution / active EE | $8,930 | $3,332+168.0% | $2,851+213.2% | $4,742+88.3% |
| Participant deferral / active EE | $9,036 | $4,719+91.5% | $4,234+113.4% | $6,401+41.2% |
| Admin fee / account holder | $0 | $6,235-100.0% | $5,423-100.0% | $11,431-100.0% |