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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 | $159,891 | $138,076+15.8% | $123,553+29.4% | $135,380+18.1% |
| Participation rate | 95.5% | 84.7%+10.7pp | 82.3%+13.2pp | 82.6%+12.8pp |
| Annual return | -5.43% | 153.70%-159.1pp | 119.21%-124.6pp | 519.81%-525.2pp |
| Employer contribution / active EE | $6,945 | $5,152+34.8% | $4,628+50.1% | $4,779+45.3% |
| Participant deferral / active EE | $8,565 | $6,800+26.0% | $6,426+33.3% | $5,609+52.7% |
| Admin fee / account holder | $248 | $10,917-97.7% | $9,284-97.3% | $10,828-97.7% |