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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 | $64,808 | $138,102-53.1% | $125,381-48.3% | $134,532-51.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -13.18% | 750.73%-763.9pp | 572.31%-585.5pp | 418.27%-431.5pp |
| Employer contribution / active EE | $18,750 | $5,245+257.5% | $4,815+289.4% | $4,741+295.5% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $207 | $11,568-98.2% | $10,007-97.9% | $11,429-98.2% |