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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 | $113,155 | $138,102-18.1% | $125,381-9.8% | $134,532-15.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.59% | 750.73%-757.3pp | 572.31%-578.9pp | 418.27%-424.9pp |
| Employer contribution / active EE | $1,902 | $5,245-63.7% | $4,815-60.5% | $4,741-59.9% |
| Participant deferral / active EE | $7,752 | $7,801-0.6% | $7,448+4.1% | $6,401+21.1% |
| Admin fee / account holder | $234 | $11,568-98.0% | $10,007-97.7% | $11,429-98.0% |