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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 | $77,259 | $180,466-57.2% | $154,114-49.9% | $135,382-42.9% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -6.98% | 888.15%-895.1pp | 735.16%-742.1pp | 519.77%-526.7pp |
| Employer contribution / active EE | $8,374 | $6,035+38.8% | $5,298+58.1% | $4,779+75.2% |
| Participant deferral / active EE | $5,342 | $5,806-8.0% | $5,081+5.1% | $5,609-4.8% |
| Admin fee / account holder | $69 | $16,144-99.6% | $13,411-99.5% | $10,829-99.4% |