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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 | $90,020 | $90,607-0.6% | $79,467+13.3% | $135,380-33.5% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -5.64% | 977.74%-983.4pp | 718.30%-723.9pp | 519.81%-525.4pp |
| Employer contribution / active EE | $2,741 | $3,068-10.6% | $2,800-2.1% | $4,779-42.6% |
| Participant deferral / active EE | $3,908 | $4,050-3.5% | $3,704+5.5% | $5,609-30.3% |
| Admin fee / account holder | $5 | $5,895-99.9% | $5,104-99.9% | $10,828-100.0% |