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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 | $37,426 | $138,102-72.9% | $125,381-70.2% | $134,532-72.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.72% | 750.73%-761.4pp | 572.31%-583.0pp | 418.27%-429.0pp |
| Employer contribution / active EE | $5,249 | $5,245+0.1% | $4,815+9.0% | $4,741+10.7% |
| Participant deferral / active EE | $4,591 | $7,801-41.2% | $7,448-38.4% | $6,401-28.3% |
| Admin fee / account holder | $106 | $11,568-99.1% | $10,007-98.9% | $11,429-99.1% |