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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 | $70,725 | $160,059-55.8% | $140,019-49.5% | $135,380-47.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.30% | 911.48%-916.8pp | 651.17%-656.5pp | 519.81%-525.1pp |
| Employer contribution / active EE | $4,596 | $6,420-28.4% | $5,605-18.0% | $4,779-3.8% |
| Participant deferral / active EE | $9,399 | $7,641+23.0% | $6,927+35.7% | $5,609+67.6% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |