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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 | $40,440 | $138,102-70.7% | $125,381-67.7% | $134,532-69.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.10% | 750.73%-762.8pp | 572.31%-584.4pp | 418.27%-430.4pp |
| Employer contribution / active EE | $2,540 | $5,245-51.6% | $4,815-47.3% | $4,741-46.4% |
| Participant deferral / active EE | $13,840 | $7,801+77.4% | $7,448+85.8% | $6,401+116.2% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |