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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 | $66,141 | $97,732-32.3% | $83,831-21.1% | $135,380-51.1% |
| Participation rate | 94.4% | 80.0%+14.5pp | 76.1%+18.3pp | 82.6%+11.8pp |
| Annual return | -8.28% | 1287.56%-1295.8pp | 850.99%-859.3pp | 519.81%-528.1pp |
| Employer contribution / active EE | $5,298 | $4,222+25.5% | $3,631+45.9% | $4,779+10.9% |
| Participant deferral / active EE | $3,039 | $4,683-35.1% | $4,082-25.5% | $5,609-45.8% |
| Admin fee / account holder | $240 | $6,675-96.4% | $5,479-95.6% | $10,828-97.8% |