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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 | $129,732 | $138,076-6.0% | $123,553+5.0% | $135,380-4.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.54% | 153.70%-160.2pp | 119.21%-125.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $10,314 | $5,152+100.2% | $4,628+122.9% | $4,779+115.8% |
| Participant deferral / active EE | $3,289 | $6,800-51.6% | $6,426-48.8% | $5,609-41.4% |
| Admin fee / account holder | $25 | $10,917-99.8% | $9,284-99.7% | $10,828-99.8% |