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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 | $159,857 | $90,607+76.4% | $79,467+101.2% | $135,380+18.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -1.96% | 977.74%-979.7pp | 718.30%-720.3pp | 519.81%-521.8pp |
| Employer contribution / active EE | $2,459 | $3,068-19.9% | $2,800-12.2% | $4,779-48.6% |
| Participant deferral / active EE | $7,906 | $4,050+95.2% | $3,704+113.5% | $5,609+41.0% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |