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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 | $61,528 | $180,466-65.9% | $154,114-60.1% | $135,382-54.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.89% | 888.15%-894.0pp | 735.16%-741.1pp | 519.77%-525.7pp |
| Employer contribution / active EE | $21,783 | $6,035+260.9% | $5,298+311.2% | $4,779+355.8% |
| Participant deferral / active EE | $8,295 | $5,806+42.9% | $5,081+63.3% | $5,609+47.9% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |