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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 | $93,037 | $180,462-48.4% | $154,111-39.6% | $135,379-31.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.55% | 888.17%-895.7pp | 735.18%-742.7pp | 519.79%-527.3pp |
| Employer contribution / active EE | $9,591 | $6,036+58.9% | $5,298+81.0% | $4,779+100.7% |
| Participant deferral / active EE | $6,788 | $5,806+16.9% | $5,081+33.6% | $5,609+21.0% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |