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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 | $108,306 | $138,076-21.6% | $123,553-12.3% | $135,380-20.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.00% | 153.70%-154.7pp | 119.21%-120.2pp | 519.81%-520.8pp |
| Employer contribution / active EE | $3,737 | $5,152-27.5% | $4,628-19.3% | $4,779-21.8% |
| Participant deferral / active EE | $12,015 | $6,800+76.7% | $6,426+87.0% | $5,609+114.2% |
| Admin fee / account holder | $255 | $10,917-97.7% | $9,284-97.3% | $10,828-97.6% |