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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 | $106,461 | $82,630+28.8% | $64,105+66.1% | $125,389-15.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -3.13% | 1489.72%-1492.8pp | 791.24%-794.4pp | 282.24%-285.4pp |
| Employer contribution / active EE | $6,240 | $2,671+133.6% | $1,820+242.9% | $4,866+28.2% |
| Participant deferral / active EE | $8,802 | $3,608+143.9% | $2,822+212.0% | $5,352+64.5% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |