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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 | $107,517 | $138,078-22.1% | $125,363-14.2% | $134,509-20.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.36% | 750.49%-767.9pp | 572.15%-589.5pp | 418.13%-435.5pp |
| Employer contribution / active EE | $4,375 | $5,245-16.6% | $4,815-9.1% | $4,741-7.7% |
| Participant deferral / active EE | $7,674 | $7,800-1.6% | $7,447+3.1% | $6,400+19.9% |
| Admin fee / account holder | $239 | $11,566-97.9% | $10,005-97.6% | $11,427-97.9% |