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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 | $68,193 | $138,102-50.6% | $125,381-45.6% | $134,532-49.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.24% | 750.73%-768.0pp | 572.31%-589.5pp | 418.27%-435.5pp |
| Employer contribution / active EE | $2,701 | $5,245-48.5% | $4,815-43.9% | $4,741-43.0% |
| Participant deferral / active EE | $7,807 | $7,801+0.1% | $7,448+4.8% | $6,401+22.0% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |