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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 | $91,080 | $138,114-34.1% | $125,391-27.4% | $134,545-32.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.39% | 750.88%-768.3pp | 572.41%-589.8pp | 418.37%-435.8pp |
| Employer contribution / active EE | $4,031 | $5,246-23.2% | $4,816-16.3% | $4,742-15.0% |
| Participant deferral / active EE | $4,970 | $7,801-36.3% | $7,448-33.3% | $6,401-22.4% |
| Admin fee / account holder | $267 | $11,570-97.7% | $10,009-97.3% | $11,431-97.7% |