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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 | $71,121 | $138,102-48.5% | $125,381-43.3% | $134,532-47.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.82% | 750.73%-768.5pp | 572.31%-590.1pp | 418.27%-436.1pp |
| Employer contribution / active EE | $2,811 | $5,245-46.4% | $4,815-41.6% | $4,741-40.7% |
| Participant deferral / active EE | $7,187 | $7,801-7.9% | $7,448-3.5% | $6,401+12.3% |
| Admin fee / account holder | $57 | $11,568-99.5% | $10,007-99.4% | $11,429-99.5% |