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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 | $115,755 | $138,075-16.2% | $123,552-6.3% | $135,379-14.5% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -7.42% | 153.70%-161.1pp | 119.20%-126.6pp | 519.79%-527.2pp |
| Employer contribution / active EE | $10,598 | $5,152+105.7% | $4,628+129.0% | $4,779+121.8% |
| Participant deferral / active EE | $8,059 | $6,800+18.5% | $6,426+25.4% | $5,609+43.7% |
| Admin fee / account holder | $26 | $10,917-99.8% | $9,285-99.7% | $10,828-99.8% |