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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 | $157,070 | $67,396+133.1% | $60,919+157.8% | $134,545+16.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.16% | 50.12%-65.3pp | 16.96%-32.1pp | 418.37%-433.5pp |
| Employer contribution / active EE | $15,362 | $3,101+395.4% | $2,704+468.2% | $4,742+224.0% |
| Participant deferral / active EE | $8,572 | $4,534+89.0% | $3,814+124.7% | $6,401+33.9% |
| Admin fee / account holder | $0 | $4,590-100.0% | $3,228-100.0% | $11,431-100.0% |