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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 | $105,204 | $160,059-34.3% | $140,019-24.9% | $135,380-22.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.92% | 911.48%-917.4pp | 651.17%-657.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $9,431 | $6,420+46.9% | $5,605+68.2% | $4,779+97.3% |
| Participant deferral / active EE | $7,033 | $7,641-7.9% | $6,927+1.5% | $5,609+25.4% |
| Admin fee / account holder | $60 | $13,328-99.5% | $10,705-99.4% | $10,828-99.4% |