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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 | $138,102-22.1% | $125,381-14.2% | $134,532-20.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.36% | 750.73%-768.1pp | 572.31%-589.7pp | 418.27%-435.6pp |
| Employer contribution / active EE | $4,375 | $5,245-16.6% | $4,815-9.1% | $4,741-7.7% |
| Participant deferral / active EE | $7,674 | $7,801-1.6% | $7,448+3.0% | $6,401+19.9% |
| Admin fee / account holder | $239 | $11,568-97.9% | $10,007-97.6% | $11,429-97.9% |