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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 | $121,767 | $90,606+34.4% | $79,466+53.2% | $135,379-10.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.27% | 977.69%-983.0pp | 718.28%-723.5pp | 519.79%-525.1pp |
| Employer contribution / active EE | $5,055 | $3,068+64.8% | $2,800+80.5% | $4,779+5.8% |
| Participant deferral / active EE | $4,312 | $4,050+6.5% | $3,704+16.4% | $5,609-23.1% |
| Admin fee / account holder | $26 | $5,895-99.6% | $5,104-99.5% | $10,828-99.8% |