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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 | $92,501 | $138,114-33.0% | $125,391-26.2% | $134,545-31.2% |
| Participation rate | 95.0% | 84.5%+10.5pp | 82.4%+12.6pp | 81.2%+13.8pp |
| Annual return | -16.90% | 750.88%-767.8pp | 572.41%-589.3pp | 418.37%-435.3pp |
| Employer contribution / active EE | $3,141 | $5,246-40.1% | $4,816-34.8% | $4,742-33.8% |
| Participant deferral / active EE | $6,670 | $7,801-14.5% | $7,448-10.4% | $6,401+4.2% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |