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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 | $50,961 | $135,645-62.4% | $110,243-53.8% | $135,380-62.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.13% | 513.24%-520.4pp | 314.76%-321.9pp | 519.81%-526.9pp |
| Employer contribution / active EE | $10,294 | $4,907+109.8% | $3,827+169.0% | $4,779+115.4% |
| Participant deferral / active EE | $9,176 | $5,507+66.6% | $4,672+96.4% | $5,609+63.6% |
| Admin fee / account holder | $268 | $11,458-97.7% | $8,548-96.9% | $10,828-97.5% |