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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 | $29,981 | $138,114-78.3% | $125,391-76.1% | $134,545-77.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.00% | 750.88%-764.9pp | 572.41%-586.4pp | 418.37%-432.4pp |
| Employer contribution / active EE | $7,334 | $5,246+39.8% | $4,816+52.3% | $4,742+54.7% |
| Participant deferral / active EE | $6,000 | $7,801-23.1% | $7,448-19.4% | $6,401-6.3% |
| Admin fee / account holder | $111 | $11,570-99.0% | $10,009-98.9% | $11,431-99.0% |