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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 | $72,223 | $190,916-62.2% | $160,037-54.9% | $134,545-46.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.43% | 552.79%-568.2pp | 408.95%-424.4pp | 418.37%-433.8pp |
| Employer contribution / active EE | $22,355 | $4,996+347.5% | $4,226+429.0% | $4,742+371.5% |
| Participant deferral / active EE | $14,931 | $6,925+115.6% | $6,184+141.4% | $6,401+133.2% |
| Admin fee / account holder | $227 | $10,497-97.8% | $8,716-97.4% | $11,431-98.0% |