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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 | $85,682 | $97,732-12.3% | $83,831+2.2% | $135,380-36.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.46% | 1287.56%-1295.0pp | 850.99%-858.4pp | 519.81%-527.3pp |
| Employer contribution / active EE | $3,750 | $4,222-11.2% | $3,631+3.3% | $4,779-21.5% |
| Participant deferral / active EE | $4,059 | $4,683-13.3% | $4,082-0.6% | $5,609-27.6% |
| Admin fee / account holder | $9 | $6,675-99.9% | $5,479-99.8% | $10,828-99.9% |