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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 | $88,262 | $160,059-44.9% | $140,019-37.0% | $135,380-34.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.96% | 911.48%-920.4pp | 651.17%-660.1pp | 519.81%-528.8pp |
| Employer contribution / active EE | $8,405 | $6,420+30.9% | $5,605+49.9% | $4,779+75.9% |
| Participant deferral / active EE | $4,102 | $7,641-46.3% | $6,927-40.8% | $5,609-26.9% |
| Admin fee / account holder | $29 | $13,328-99.8% | $10,705-99.7% | $10,828-99.7% |