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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 | $39,342 | $138,114-71.5% | $125,391-68.6% | $134,545-70.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.18% | 750.88%-764.1pp | 572.41%-585.6pp | 418.37%-431.5pp |
| Employer contribution / active EE | $7,305 | $5,246+39.2% | $4,816+51.7% | $4,742+54.1% |
| Participant deferral / active EE | $14,813 | $7,801+89.9% | $7,448+98.9% | $6,401+131.4% |
| Admin fee / account holder | $95 | $11,570-99.2% | $10,009-99.1% | $11,431-99.2% |