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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 | $166,218 | $138,076+20.4% | $123,553+34.5% | $135,380+22.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.32% | 153.70%-154.0pp | 119.21%-119.5pp | 519.81%-520.1pp |
| Employer contribution / active EE | $3,411 | $5,152-33.8% | $4,628-26.3% | $4,779-28.6% |
| Participant deferral / active EE | $18,171 | $6,800+167.2% | $6,426+182.8% | $5,609+224.0% |
| Admin fee / account holder | $106 | $10,917-99.0% | $9,284-98.9% | $10,828-99.0% |