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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 | $95,604 | $180,459-47.0% | $154,108-38.0% | $135,380-29.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.91% | 888.21%-894.1pp | 735.21%-741.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $10,048 | $6,035+66.5% | $5,298+89.7% | $4,779+110.3% |
| Participant deferral / active EE | $6,754 | $5,806+16.3% | $5,081+32.9% | $5,609+20.4% |
| Admin fee / account holder | $292 | $16,145-98.2% | $13,411-97.8% | $10,828-97.3% |