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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 | $73,567 | $180,459-59.2% | $154,108-52.3% | $135,380-45.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.44% | 888.21%-896.7pp | 735.21%-743.7pp | 519.81%-528.3pp |
| Employer contribution / active EE | $23,175 | $6,035+284.0% | $5,298+337.5% | $4,779+384.9% |
| Participant deferral / active EE | $12,660 | $5,806+118.0% | $5,081+149.2% | $5,609+125.7% |
| Admin fee / account holder | $188 | $16,145-98.8% | $13,411-98.6% | $10,828-98.3% |