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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 | $157,119 | $138,076+13.8% | $123,553+27.2% | $135,380+16.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.27% | 153.70%-157.0pp | 119.21%-122.5pp | 519.81%-523.1pp |
| Employer contribution / active EE | $2,451 | $5,152-52.4% | $4,628-47.0% | $4,779-48.7% |
| Participant deferral / active EE | $7,780 | $6,800+14.4% | $6,426+21.1% | $5,609+38.7% |
| Admin fee / account holder | $11 | $10,917-99.9% | $9,284-99.9% | $10,828-99.9% |