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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 | $26,185 | $138,078-81.0% | $125,363-79.1% | $134,509-80.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.05% | 750.49%-758.5pp | 572.15%-580.2pp | 418.13%-426.2pp |
| Employer contribution / active EE | $8,634 | $5,245+64.6% | $4,815+79.3% | $4,741+82.1% |
| Participant deferral / active EE | $6,643 | $7,800-14.8% | $7,447-10.8% | $6,400+3.8% |
| Admin fee / account holder | $99 | $11,566-99.1% | $10,005-99.0% | $11,427-99.1% |