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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 | $36,911 | $138,102-73.3% | $125,381-70.6% | $134,532-72.6% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -20.19% | 750.73%-770.9pp | 572.31%-592.5pp | 418.27%-438.5pp |
| Employer contribution / active EE | $4,819 | $5,245-8.1% | $4,815+0.1% | $4,741+1.6% |
| Participant deferral / active EE | $7,090 | $7,801-9.1% | $7,448-4.8% | $6,401+10.8% |
| Admin fee / account holder | $169 | $11,568-98.5% | $10,007-98.3% | $11,429-98.5% |