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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 | $140,792 | $138,076+2.0% | $123,553+14.0% | $135,380+4.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.36% | 153.70%-160.1pp | 119.21%-125.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $10,806 | $5,152+109.8% | $4,628+133.5% | $4,779+126.1% |
| Participant deferral / active EE | $12,713 | $6,800+87.0% | $6,426+97.8% | $5,609+126.7% |
| Admin fee / account holder | $241 | $10,917-97.8% | $9,284-97.4% | $10,828-97.8% |