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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 | $101,746 | $180,466-43.6% | $154,114-34.0% | $135,382-24.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.75% | 888.15%-896.9pp | 735.16%-743.9pp | 519.77%-528.5pp |
| Employer contribution / active EE | $2,076 | $6,035-65.6% | $5,298-60.8% | $4,779-56.6% |
| Participant deferral / active EE | $4,983 | $5,806-14.2% | $5,081-1.9% | $5,609-11.2% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |