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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 | $126,290 | $160,059-21.1% | $140,019-9.8% | $135,380-6.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.28% | 911.48%-917.8pp | 651.17%-657.4pp | 519.81%-526.1pp |
| Employer contribution / active EE | $5,260 | $6,420-18.1% | $5,605-6.2% | $4,779+10.1% |
| Participant deferral / active EE | $17,552 | $7,641+129.7% | $6,927+153.4% | $5,609+212.9% |
| Admin fee / account holder | -$272 | $13,328-102.0% | $10,705-102.5% | $10,828-102.5% |