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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 | $89,301 | $97,732-8.6% | $83,831+6.5% | $135,380-34.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.71% | 1287.56%-1293.3pp | 850.99%-856.7pp | 519.81%-525.5pp |
| Employer contribution / active EE | $3,631 | $4,222-14.0% | $3,6310% | $4,779-24.0% |
| Participant deferral / active EE | $2,624 | $4,683-44.0% | $4,082-35.7% | $5,609-53.2% |
| Admin fee / account holder | $44 | $6,675-99.3% | $5,479-99.2% | $10,828-99.6% |