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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 | $32,322 | $135,645-76.2% | $110,243-70.7% | $135,380-76.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.88% | 513.24%-519.1pp | 314.76%-320.6pp | 519.81%-525.7pp |
| Employer contribution / active EE | $5,972 | $4,907+21.7% | $3,827+56.1% | $4,779+25.0% |
| Participant deferral / active EE | $6,262 | $5,507+13.7% | $4,672+34.0% | $5,609+11.6% |
| Admin fee / account holder | $170 | $11,458-98.5% | $8,548-98.0% | $10,828-98.4% |