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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 | $73,574 | $160,059-54.0% | $140,019-47.5% | $135,379-45.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.68% | 911.44%-918.1pp | 651.15%-657.8pp | 519.79%-526.5pp |
| Employer contribution / active EE | $2,926 | $6,420-54.4% | $5,605-47.8% | $4,779-38.8% |
| Participant deferral / active EE | $10,419 | $7,641+36.4% | $6,927+50.4% | $5,609+85.8% |
| Admin fee / account holder | $49 | $13,328-99.6% | $10,705-99.5% | $10,828-99.5% |