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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 | $38,407 | $160,059-76.0% | $140,019-72.6% | $135,379-71.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.98% | 911.44%-917.4pp | 651.15%-657.1pp | 519.79%-525.8pp |
| Employer contribution / active EE | $6,054 | $6,420-5.7% | $5,605+8.0% | $4,779+26.7% |
| 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% |