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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 | $129,228 | $90,606+42.6% | $79,466+62.6% | $135,379-4.5% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -9.25% | 977.69%-986.9pp | 718.28%-727.5pp | 519.79%-529.0pp |
| Employer contribution / active EE | $8,780 | $3,068+186.2% | $2,800+213.5% | $4,779+83.7% |
| Participant deferral / active EE | $5,225 | $4,050+29.0% | $3,704+41.1% | $5,609-6.8% |
| Admin fee / account holder | -$165 | $5,895-102.8% | $5,104-103.2% | $10,828-101.5% |