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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 | $183,259 | $97,732+87.5% | $83,831+118.6% | $135,380+35.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.37% | 1287.56%-1289.9pp | 850.99%-853.4pp | 519.81%-522.2pp |
| Employer contribution / active EE | $4,424 | $4,222+4.8% | $3,631+21.8% | $4,779-7.4% |
| Participant deferral / active EE | $11,695 | $4,683+149.7% | $4,082+186.5% | $5,609+108.5% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |