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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 | $112,403 | $90,606+24.1% | $79,466+41.4% | $135,379-17.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.27% | 977.69%-985.0pp | 718.28%-725.5pp | 519.79%-527.1pp |
| Employer contribution / active EE | $10,800 | $3,068+252.1% | $2,800+285.7% | $4,779+126.0% |
| Participant deferral / active EE | $13,629 | $4,050+236.5% | $3,704+268.0% | $5,609+143.0% |
| Admin fee / account holder | $59 | $5,895-99.0% | $5,104-98.8% | $10,828-99.5% |