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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 | $215,918 | $97,761+120.9% | $83,850+157.5% | $135,382+59.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.23% | 1287.44%-1292.7pp | 850.92%-856.2pp | 519.77%-525.0pp |
| Employer contribution / active EE | $1,454 | $4,222-65.6% | $3,631-60.0% | $4,779-69.6% |
| Participant deferral / active EE | $7,820 | $4,682+67.0% | $4,082+91.6% | $5,609+39.4% |
| Admin fee / account holder | $136 | $6,674-98.0% | $5,478-97.5% | $10,829-98.7% |