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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 | $93,754 | $39,798+135.6% | $67,704+38.5% | $59,633+57.2% |
| Participation rate | 93.8% | 57.4%+36.5pp | 67.5%+26.3pp | 68.7%+25.2pp |
| Annual return | -1.49% | 89.94%-91.4pp | 25.41%-26.9pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $5,134 | $1,393+268.5% | $2,559+100.6% | $2,203+133.1% |
| Participant deferral / active EE | $8,182 | $2,335+250.4% | $3,585+128.2% | $3,192+156.4% |
| Admin fee / account holder | $25 | $3,212-99.2% | $4,255-99.4% | $4,297-99.4% |