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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 | $61,883 | $97,732-36.7% | $83,831-26.2% | $135,380-54.3% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -6.04% | 1287.56%-1293.6pp | 850.99%-857.0pp | 519.81%-525.8pp |
| Employer contribution / active EE | $8,114 | $4,222+92.2% | $3,631+123.5% | $4,779+69.8% |
| Participant deferral / active EE | $5,894 | $4,683+25.9% | $4,082+44.4% | $5,609+5.1% |
| Admin fee / account holder | $15 | $6,675-99.8% | $5,479-99.7% | $10,828-99.9% |