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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 | $52,576 | $160,059-67.2% | $140,019-62.5% | $135,379-61.2% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -4.56% | 911.44%-916.0pp | 651.15%-655.7pp | 519.79%-524.3pp |
| Employer contribution / active EE | $9,048 | $6,420+40.9% | $5,605+61.4% | $4,779+89.3% |
| Participant deferral / active EE | $4,800 | $7,641-37.2% | $6,927-30.7% | $5,609-14.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |