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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 | $100,607 | $160,059-37.1% | $140,019-28.1% | $135,382-25.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.49% | 911.44%-916.9pp | 651.15%-656.6pp | 519.77%-525.3pp |
| Employer contribution / active EE | $3,853 | $6,420-40.0% | $5,605-31.3% | $4,779-19.4% |
| Participant deferral / active EE | $10,593 | $7,641+38.6% | $6,927+52.9% | $5,609+88.9% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,829-100.0% |