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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 | $106,600 | $180,462-40.9% | $154,111-30.8% | $135,379-21.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.98% | 888.17%-893.1pp | 735.18%-740.2pp | 519.79%-524.8pp |
| Employer contribution / active EE | $1,721 | $6,036-71.5% | $5,298-67.5% | $4,779-64.0% |
| Participant deferral / active EE | $5,083 | $5,806-12.5% | $5,081+0.1% | $5,609-9.4% |
| Admin fee / account holder | $15 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |