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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 | $124,651 | $138,102-9.7% | $125,381-0.6% | $134,532-7.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.40% | 750.73%-759.1pp | 572.31%-580.7pp | 418.27%-426.7pp |
| Employer contribution / active EE | $4,987 | $5,245-4.9% | $4,815+3.6% | $4,741+5.2% |
| Participant deferral / active EE | $8,794 | $7,801+12.7% | $7,448+18.1% | $6,401+37.4% |
| Admin fee / account holder | $164 | $11,568-98.6% | $10,007-98.4% | $11,429-98.6% |