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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 | $106,548+37.1% | $91,219+60.1% | $134,493+8.6% |
| Participation rate | 85.7% | 76.8%+8.9pp | 73.2%+12.5pp | 81.2%+4.5pp |
| Annual return | -15.61% | 160.69%-176.3pp | 114.06%-129.7pp | 418.01%-433.6pp |
| Employer contribution / active EE | $8,930 | $3,331+168.1% | $2,851+213.3% | $4,740+88.4% |
| Participant deferral / active EE | $9,036 | $4,719+91.5% | $4,234+113.4% | $6,400+41.2% |
| Admin fee / account holder | $0 | $6,233-100.0% | $5,421-100.0% | $11,425-100.0% |