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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 | $85,296 | $180,462-52.7% | $154,111-44.7% | $135,379-37.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.28% | 888.17%-896.5pp | 735.18%-743.5pp | 519.79%-528.1pp |
| Employer contribution / active EE | $10,157 | $6,036+68.3% | $5,298+91.7% | $4,779+112.5% |
| Participant deferral / active EE | $10,169 | $5,806+75.1% | $5,081+100.1% | $5,609+81.3% |
| Admin fee / account holder | $222 | $16,145-98.6% | $13,411-98.3% | $10,828-97.9% |