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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 | $52,952 | $180,466-70.7% | $154,114-65.6% | $135,382-60.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.97% | 888.15%-895.1pp | 735.16%-742.1pp | 519.77%-526.7pp |
| Employer contribution / active EE | $2,677 | $6,035-55.7% | $5,298-49.5% | $4,779-44.0% |
| Participant deferral / active EE | $10,323 | $5,806+77.8% | $5,081+103.2% | $5,609+84.1% |
| Admin fee / account holder | $13 | $16,144-99.9% | $13,411-99.9% | $10,829-99.9% |