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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 | $66,402 | $197,819-66.4% | $155,789-57.4% | $125,389-47.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.50% | 86.73%-88.2pp | 71.54%-73.0pp | 282.24%-283.7pp |
| Employer contribution / active EE | $21,571 | $4,850+344.7% | $3,839+461.9% | $4,866+343.3% |
| Participant deferral / active EE | $10,684 | $5,631+89.7% | $4,798+122.7% | $5,352+99.6% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |