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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 | $194,912 | $138,075+41.2% | $123,552+57.8% | $135,379+44.0% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -6.28% | 153.70%-160.0pp | 119.20%-125.5pp | 519.79%-526.1pp |
| Employer contribution / active EE | $16,277 | $5,152+215.9% | $4,628+251.7% | $4,779+240.6% |
| Participant deferral / active EE | $10,453 | $6,800+53.7% | $6,426+62.7% | $5,609+86.4% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |