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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 | $74,768 | $135,645-44.9% | $110,243-32.2% | $135,379-44.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.43% | 513.24%-520.7pp | 314.76%-322.2pp | 519.79%-527.2pp |
| Employer contribution / active EE | $7,596 | $4,907+54.8% | $3,827+98.5% | $4,779+58.9% |
| Participant deferral / active EE | $5,259 | $5,507-4.5% | $4,672+12.6% | $5,609-6.2% |
| Admin fee / account holder | $9 | $11,458-99.9% | $8,548-99.9% | $10,828-99.9% |