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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 | $103,665 | $138,114-24.9% | $125,391-17.3% | $134,545-23.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.99% | 750.88%-764.9pp | 572.41%-586.4pp | 418.37%-432.4pp |
| Employer contribution / active EE | $1,351 | $5,246-74.2% | $4,816-71.9% | $4,742-71.5% |
| Participant deferral / active EE | $6,775 | $7,801-13.2% | $7,448-9.0% | $6,401+5.8% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |