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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 | $60,603 | $180,459-66.4% | $154,108-60.7% | $135,380-55.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.13% | 888.21%-895.3pp | 735.21%-742.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $8,426 | $6,035+39.6% | $5,298+59.0% | $4,779+76.3% |
| Participant deferral / active EE | $5,747 | $5,806-1.0% | $5,081+13.1% | $5,609+2.5% |
| Admin fee / account holder | $290 | $16,145-98.2% | $13,411-97.8% | $10,828-97.3% |