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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 | $60,397 | $138,114-56.3% | $125,391-51.8% | $134,545-55.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.19% | 750.88%-770.1pp | 572.41%-591.6pp | 418.37%-437.6pp |
| Employer contribution / active EE | $4,304 | $5,246-18.0% | $4,816-10.6% | $4,742-9.2% |
| Participant deferral / active EE | $9,211 | $7,801+18.1% | $7,448+23.7% | $6,401+43.9% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |