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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 | $39,259 | $138,114-71.6% | $125,391-68.7% | $134,545-70.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.37% | 750.88%-769.3pp | 572.41%-590.8pp | 418.37%-436.7pp |
| Employer contribution / active EE | $5,939 | $5,246+13.2% | $4,816+23.3% | $4,742+25.2% |
| Participant deferral / active EE | $9,912 | $7,801+27.1% | $7,448+33.1% | $6,401+54.8% |
| Admin fee / account holder | $243 | $11,570-97.9% | $10,009-97.6% | $11,431-97.9% |