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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 | $50,697 | $138,078-63.3% | $125,363-59.6% | $134,509-62.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.45% | 750.49%-767.9pp | 572.15%-589.6pp | 418.13%-435.6pp |
| Employer contribution / active EE | $10,284 | $5,245+96.1% | $4,815+113.6% | $4,741+116.9% |
| Participant deferral / active EE | $4,245 | $7,800-45.6% | $7,447-43.0% | $6,400-33.7% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |