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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 | $42,828 | $180,462-76.3% | $154,111-72.2% | $135,379-68.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.77% | 888.17%-894.9pp | 735.18%-742.0pp | 519.79%-526.6pp |
| Employer contribution / active EE | $10,659 | $6,036+76.6% | $5,298+101.2% | $4,779+123.0% |
| Participant deferral / active EE | $4,327 | $5,806-25.5% | $5,081-14.8% | $5,609-22.9% |
| Admin fee / account holder | $190 | $16,145-98.8% | $13,411-98.6% | $10,828-98.2% |