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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 | $161,060 | $138,072+16.6% | $123,549+30.4% | $135,382+19.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.74% | 153.69%-162.4pp | 119.20%-127.9pp | 519.77%-528.5pp |
| Employer contribution / active EE | $5,754 | $5,152+11.7% | $4,628+24.3% | $4,779+20.4% |
| Participant deferral / active EE | $11,500 | $6,799+69.1% | $6,426+79.0% | $5,609+105.0% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |