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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 | $149,967 | $138,075+8.6% | $123,552+21.4% | $135,379+10.8% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -8.23% | 153.70%-161.9pp | 119.20%-127.4pp | 519.79%-528.0pp |
| Employer contribution / active EE | $11,451 | $5,152+122.3% | $4,628+147.4% | $4,779+139.6% |
| Participant deferral / active EE | $12,158 | $6,800+78.8% | $6,426+89.2% | $5,609+116.8% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |