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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 | $137,829 | $97,732+41.0% | $83,831+64.4% | $135,380+1.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.89% | 1287.56%-1290.4pp | 850.99%-853.9pp | 519.81%-522.7pp |
| Employer contribution / active EE | $1,370 | $4,222-67.6% | $3,631-62.3% | $4,779-71.3% |
| Participant deferral / active EE | $7,539 | $4,683+61.0% | $4,082+84.7% | $5,609+34.4% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |