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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 | $125,538 | $135,645-7.5% | $110,243+13.9% | $135,379-7.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.96% | 513.24%-520.2pp | 314.76%-321.7pp | 519.79%-526.7pp |
| Employer contribution / active EE | $1,520 | $4,907-69.0% | $3,827-60.3% | $4,779-68.2% |
| Participant deferral / active EE | $4,602 | $5,507-16.4% | $4,672-1.5% | $5,609-17.9% |
| Admin fee / account holder | $15 | $11,458-99.9% | $8,548-99.8% | $10,828-99.9% |