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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 | $86,781 | $138,114-37.2% | $125,391-30.8% | $134,545-35.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.93% | 750.88%-769.8pp | 572.41%-591.3pp | 418.37%-437.3pp |
| Employer contribution / active EE | $5,262 | $5,246+0.3% | $4,816+9.3% | $4,742+11.0% |
| Participant deferral / active EE | $8,737 | $7,801+12.0% | $7,448+17.3% | $6,401+36.5% |
| Admin fee / account holder | $97 | $11,570-99.2% | $10,009-99.0% | $11,431-99.1% |