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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 | $88,203 | $180,459-51.1% | $154,108-42.8% | $135,380-34.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.16% | 888.21%-894.4pp | 735.21%-741.4pp | 519.81%-526.0pp |
| Employer contribution / active EE | $12,637 | $6,035+109.4% | $5,298+138.5% | $4,779+164.4% |
| Participant deferral / active EE | $6,600 | $5,806+13.7% | $5,081+29.9% | $5,609+17.7% |
| Admin fee / account holder | $95 | $16,145-99.4% | $13,411-99.3% | $10,828-99.1% |