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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 | $106,132 | $138,076-23.1% | $123,553-14.1% | $135,380-21.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.38% | 153.70%-162.1pp | 119.21%-127.6pp | 519.81%-528.2pp |
| Employer contribution / active EE | $9,853 | $5,152+91.2% | $4,628+112.9% | $4,779+106.2% |
| Participant deferral / active EE | $5,444 | $6,800-19.9% | $6,426-15.3% | $5,609-2.9% |
| Admin fee / account holder | $131 | $10,917-98.8% | $9,284-98.6% | $10,828-98.8% |