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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 | $127,452 | $90,607+40.7% | $79,467+60.4% | $135,380-5.9% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -5.56% | 977.74%-983.3pp | 718.30%-723.9pp | 519.81%-525.4pp |
| Employer contribution / active EE | $7,660 | $3,068+149.7% | $2,800+173.5% | $4,779+60.3% |
| Participant deferral / active EE | $10,847 | $4,050+167.8% | $3,704+192.8% | $5,609+93.4% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |