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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 | $219,600 | $138,075+59.0% | $123,552+77.7% | $135,379+62.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.88% | 153.70%-156.6pp | 119.20%-122.1pp | 519.79%-522.7pp |
| Employer contribution / active EE | $3,619 | $5,152-29.8% | $4,628-21.8% | $4,779-24.3% |
| Participant deferral / active EE | $12,140 | $6,800+78.5% | $6,426+88.9% | $5,609+116.4% |
| Admin fee / account holder | $150 | $10,917-98.6% | $9,285-98.4% | $10,828-98.6% |