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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 | $140,416 | $160,059-12.3% | $140,019+0.3% | $135,380+3.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.44% | 911.48%-919.9pp | 651.17%-659.6pp | 519.81%-528.2pp |
| Employer contribution / active EE | $4,780 | $6,420-25.5% | $5,605-14.7% | $4,7790% |
| Participant deferral / active EE | $6,007 | $7,641-21.4% | $6,927-13.3% | $5,609+7.1% |
| Admin fee / account holder | $6 | $13,328-100.0% | $10,705-99.9% | $10,828-99.9% |