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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 | $167,438 | $138,076+21.3% | $123,553+35.5% | $135,380+23.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.02% | 153.70%-160.7pp | 119.21%-126.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $12,286 | $5,152+138.5% | $4,628+165.5% | $4,779+157.1% |
| Participant deferral / active EE | $10,310 | $6,800+51.6% | $6,426+60.4% | $5,609+83.8% |
| Admin fee / account holder | $6 | $10,917-99.9% | $9,284-99.9% | $10,828-99.9% |