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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 | $88,983 | $180,459-50.7% | $154,108-42.3% | $135,380-34.3% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -7.98% | 888.21%-896.2pp | 735.21%-743.2pp | 519.81%-527.8pp |
| Employer contribution / active EE | $8,984 | $6,035+48.9% | $5,298+69.6% | $4,779+88.0% |
| Participant deferral / active EE | $4,637 | $5,806-20.1% | $5,081-8.7% | $5,609-17.3% |
| Admin fee / account holder | $145 | $16,145-99.1% | $13,411-98.9% | $10,828-98.7% |