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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 | $82,560 | $160,059-48.4% | $140,019-41.0% | $135,380-39.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.80% | 911.48%-920.3pp | 651.17%-660.0pp | 519.81%-528.6pp |
| Employer contribution / active EE | $16,667 | $6,420+159.6% | $5,605+197.3% | $4,779+248.8% |
| Participant deferral / active EE | $6,285 | $7,641-17.7% | $6,927-9.3% | $5,609+12.0% |
| Admin fee / account holder | $54 | $13,328-99.6% | $10,705-99.5% | $10,828-99.5% |