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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 | $229,762 | $138,076+66.4% | $123,553+86.0% | $135,380+69.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.41% | 153.70%-160.1pp | 119.21%-125.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $9,383 | $5,152+82.1% | $4,628+102.7% | $4,779+96.3% |
| Participant deferral / active EE | $16,090 | $6,800+136.6% | $6,426+150.4% | $5,609+186.9% |
| Admin fee / account holder | $42 | $10,917-99.6% | $9,284-99.6% | $10,828-99.6% |