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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 | $118,230 | $160,059-26.1% | $140,019-15.6% | $135,380-12.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.50% | 911.48%-919.0pp | 651.17%-658.7pp | 519.81%-527.3pp |
| Employer contribution / active EE | $19,659 | $6,420+206.2% | $5,605+250.7% | $4,779+311.4% |
| Participant deferral / active EE | $12,750 | $7,641+66.9% | $6,927+84.1% | $5,609+127.3% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |