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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 | $122,278 | $180,462-32.2% | $154,111-20.7% | $135,379-9.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.28% | 888.17%-890.5pp | 735.18%-737.5pp | 519.79%-522.1pp |
| Employer contribution / active EE | $5,922 | $6,036-1.9% | $5,298+11.8% | $4,779+23.9% |
| Participant deferral / active EE | $6,000 | $5,806+3.3% | $5,081+18.1% | $5,609+7.0% |
| Admin fee / account holder | $274 | $16,145-98.3% | $13,411-98.0% | $10,828-97.5% |