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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 | $244,352 | $135,645+80.1% | $110,243+121.6% | $135,380+80.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.22% | 513.24%-520.5pp | 314.76%-322.0pp | 519.81%-527.0pp |
| Employer contribution / active EE | $2,816 | $4,907-42.6% | $3,827-26.4% | $4,779-41.1% |
| Participant deferral / active EE | $8,111 | $5,507+47.3% | $4,672+73.6% | $5,609+44.6% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |