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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 | $138,068-71.6% | $125,358-68.7% | $134,493-70.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.37% | 750.30%-768.7pp | 572.03%-590.4pp | 418.01%-436.4pp |
| Employer contribution / active EE | $5,939 | $5,244+13.3% | $4,814+23.4% | $4,740+25.3% |
| Participant deferral / active EE | $9,912 | $7,799+27.1% | $7,447+33.1% | $6,400+54.9% |
| Admin fee / account holder | $243 | $11,568-97.9% | $10,007-97.6% | $11,425-97.9% |