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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 | $145,117 | $97,761+48.4% | $83,850+73.1% | $135,382+7.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.12% | 1287.44%-1290.6pp | 850.92%-854.0pp | 519.77%-522.9pp |
| Employer contribution / active EE | $8,553 | $4,222+102.6% | $3,631+135.6% | $4,779+79.0% |
| Participant deferral / active EE | $6,736 | $4,682+43.9% | $4,082+65.0% | $5,609+20.1% |
| Admin fee / account holder | $74 | $6,674-98.9% | $5,478-98.6% | $10,829-99.3% |