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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 | $55,355 | $138,114-59.9% | $125,391-55.9% | $134,545-58.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.87% | 750.88%-767.8pp | 572.41%-589.3pp | 418.37%-435.2pp |
| Employer contribution / active EE | $9,513 | $5,246+81.3% | $4,816+97.5% | $4,742+100.6% |
| Participant deferral / active EE | $6,113 | $7,801-21.6% | $7,448-17.9% | $6,401-4.5% |
| Admin fee / account holder | $54 | $11,570-99.5% | $10,009-99.5% | $11,431-99.5% |