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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 | $229,436 | $97,732+134.8% | $83,831+173.7% | $135,380+69.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.55% | 1287.56%-1295.1pp | 850.99%-858.5pp | 519.81%-527.4pp |
| Employer contribution / active EE | $10,642 | $4,222+152.1% | $3,631+193.1% | $4,779+122.7% |
| Participant deferral / active EE | $11,078 | $4,683+136.6% | $4,082+171.4% | $5,609+97.5% |
| Admin fee / account holder | $255 | $6,675-96.2% | $5,479-95.3% | $10,828-97.6% |