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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 | $168,464 | $97,729+72.4% | $83,830+101.0% | $135,379+24.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.00% | 1287.52%-1294.5pp | 850.97%-858.0pp | 519.79%-526.8pp |
| Employer contribution / active EE | $2,254 | $4,222-46.6% | $3,631-37.9% | $4,779-52.8% |
| Participant deferral / active EE | $5,915 | $4,683+26.3% | $4,082+44.9% | $5,609+5.5% |
| Admin fee / account holder | $75 | $6,674-98.9% | $5,479-98.6% | $10,828-99.3% |