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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 | $20,510 | $138,114-85.1% | $125,391-83.6% | $134,545-84.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -4.20% | 750.88%-755.1pp | 572.41%-576.6pp | 418.37%-422.6pp |
| Employer contribution / active EE | $4,849 | $5,246-7.6% | $4,816+0.7% | $4,742+2.3% |
| Participant deferral / active EE | $3,886 | $7,801-50.2% | $7,448-47.8% | $6,401-39.3% |
| Admin fee / account holder | $232 | $11,570-98.0% | $10,009-97.7% | $11,431-98.0% |